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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 | $3,146 | $84,684-96.3% | $73,835-95.7% | $125,388-97.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 3123.93%-3123.9pp | 2268.13%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $150 | $3,123-95.2% | $2,788-94.6% | $4,866-96.9% |
| Participant deferral / active EE | $3,000 | $3,993-24.9% | $3,583-16.3% | $5,352-43.9% |
| Admin fee / account holder | $3 | $5,691-99.9% | $4,880-99.9% | $9,541-100.0% |