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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 | $1,541 | $104,513-98.5% | $76,824-98.0% | $152,870-99.0% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.4%+3.3pp |
| Annual return | 0.00% | 1013.70%-1013.7pp | 1166.26%-1166.3pp | 345.34%-345.3pp |
| Employer contribution / active EE | $477 | $3,117-84.7% | $2,302-79.3% | $4,763-90.0% |
| Participant deferral / active EE | $1,208 | $4,236-71.5% | $3,336-63.8% | $5,850-79.3% |
| Admin fee / account holder | $1 | $12,279-100.0% | $6,421-100.0% | $11,597-100.0% |