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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 | $1,051 | $84,628-98.8% | $61,501-98.3% | $134,545-99.2% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $377 | $1,545-75.6% | $1,160-67.5% | $4,742-92.0% |
| Participant deferral / active EE | $506 | $2,819-82.0% | $2,125-76.2% | $6,401-92.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |