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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 | $599 | $64,252-99.1% | - | $139,456-99.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | - | 80.3%+19.7pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 373.45%-373.4pp |
| Employer contribution / active EE | $240 | $6,851-96.5% | - | $4,753-95.0% |
| Participant deferral / active EE | $360 | $2,945-87.8% | - | $6,711-94.6% |
| Admin fee / account holder | $0 | $3,908-100.0% | - | $11,407-100.0% |