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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 | $1,411 | $109,872-98.7% | $98,483-98.6% | $167,536-99.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $468 | $3,225-85.5% | $2,961-84.2% | $4,839-90.3% |
| Participant deferral / active EE | $1,035 | $4,673-77.9% | $4,276-75.8% | $6,342-83.7% |
| Admin fee / account holder | $1 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |