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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 | $1,054 | $117,623-99.1% | $71,702-98.5% | $134,509-99.2% |
| Participation rate | 95.0% | 68.9%+26.1pp | 62.3%+32.7pp | 81.2%+13.8pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $513 | $2,525-79.7% | $1,704-69.9% | $4,741-89.2% |
| Participant deferral / active EE | $771 | $3,759-79.5% | $2,658-71.0% | $6,400-88.0% |
| Admin fee / account holder | $3 | $6,379-100.0% | $3,974-99.9% | $11,427-100.0% |