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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 | $1,026 | $100,841-99.0% | - | $167,518-99.4% |
| Participation rate | 80.0% | 69.9%+10.1pp | - | 82.1%-2.1pp |
| Annual return | 0.00% | 15.60%-15.6pp | - | 478.71%-478.7pp |
| Employer contribution / active EE | $643 | $3,097-79.2% | - | $4,838-86.7% |
| Participant deferral / active EE | $965 | $4,641-79.2% | - | $6,342-84.8% |
| Admin fee / account holder | $5 | $3,188-99.8% | - | $12,312-100.0% |