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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 | $1,696 | $61,596-97.2% | - | $134,545-98.7% |
| Participation rate | 100.0% | 67.3%+32.7pp | - | 81.2%+18.8pp |
| Annual return | 0.00% | -10.55%+10.5pp | - | 418.37%-418.4pp |
| Employer contribution / active EE | $800 | $2,755-71.0% | - | $4,742-83.1% |
| Participant deferral / active EE | $1,200 | $4,151-71.1% | - | $6,401-81.3% |
| Admin fee / account holder | $200 | $4,137-95.2% | - | $11,431-98.3% |