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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 | $524 | $81,727-99.4% | $58,534-99.1% | $139,427-99.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7422.38%-7422.4pp | 4248.32%-4248.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $253 | $1,399-81.9% | $1,054-76.0% | $4,752-94.7% |
| Participant deferral / active EE | $253 | $2,557-90.1% | $1,924-86.9% | $6,711-96.2% |
| Admin fee / account holder | $0 | $3,271-100.0% | $2,519-100.0% | $11,404-100.0% |