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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 | $2,199 | $56,628-96.1% | - | $135,380-98.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | - | 82.6%+17.4pp |
| Annual return | 0.00% | 2630.24%-2630.2pp | - | 519.81%-519.8pp |
| Employer contribution / active EE | $593 | $2,747-78.4% | - | $4,779-87.6% |
| Participant deferral / active EE | $1,879 | $3,718-49.5% | - | $5,609-66.5% |
| Admin fee / account holder | $0 | $1,588-100.0% | - | $10,828-100.0% |