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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 | $1,084 | $110,551-99.0% | $80,741-98.7% | $167,536-99.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $476 | $1,543-69.2% | $1,160-59.0% | $4,839-90.2% |
| Participant deferral / active EE | $609 | $2,870-78.8% | $2,145-71.6% | $6,342-90.4% |
| Admin fee / account holder | $5 | $4,547-99.9% | $3,380-99.8% | $12,315-100.0% |