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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 | $473 | $84,628-99.4% | $61,501-99.2% | $134,545-99.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $185 | $1,545-88.1% | $1,160-84.1% | $4,742-96.1% |
| Participant deferral / active EE | $289 | $2,819-89.8% | $2,125-86.4% | $6,401-95.5% |
| Admin fee / account holder | $4 | $2,587-99.9% | $2,132-99.8% | $11,431-100.0% |