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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 | $1,401 | $110,551-98.7% | $80,741-98.3% | $167,536-99.2% |
| Participation rate | 72.7% | 64.0%+8.8pp | 54.2%+18.6pp | 82.1%-9.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $309 | $1,543-80.0% | $1,160-73.4% | $4,839-93.6% |
| Participant deferral / active EE | $794 | $2,870-72.3% | $2,145-63.0% | $6,342-87.5% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |