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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 | $731 | $156,970-99.5% | $121,210-99.4% | $139,487-99.5% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 0.00% | 1477.10%-1477.1pp | 987.41%-987.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $290 | $5,546-94.8% | $4,171-93.1% | $4,755-93.9% |
| Participant deferral / active EE | $357 | $4,849-92.6% | $4,084-91.3% | $6,713-94.7% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |