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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 | $1,103 | $84,628-98.7% | $61,501-98.2% | $134,545-99.2% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $327 | $1,545-78.9% | $1,160-71.8% | $4,742-93.1% |
| Participant deferral / active EE | $446 | $2,819-84.2% | $2,125-79.0% | $6,401-93.0% |
| Admin fee / account holder | $12 | $2,587-99.5% | $2,132-99.4% | $11,431-99.9% |