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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 | $1,591 | $84,685-98.1% | $73,836-97.8% | $125,389-98.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $500 | $3,123-84.0% | $2,787-82.1% | $4,866-89.7% |
| Participant deferral / active EE | $1,151 | $3,993-71.2% | $3,583-67.9% | $5,352-78.5% |
| Admin fee / account holder | $10 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |