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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,003 | $104,106-98.1% | $71,086-97.2% | $135,382-98.5% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $412 | $1,485-72.3% | $1,088-62.1% | $4,779-91.4% |
| Participant deferral / active EE | $1,301 | $2,527-48.5% | $1,874-30.6% | $5,609-76.8% |
| Admin fee / account holder | $14 | $4,142-99.7% | $3,082-99.5% | $10,829-99.9% |