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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 | $1,309 | $88,603-98.5% | $69,890-98.1% | $134,545-99.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.93%-442.9pp | 190.84%-190.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $714 | $3,236-77.9% | $2,560-72.1% | $4,742-84.9% |
| Participant deferral / active EE | $901 | $4,771-81.1% | $3,848-76.6% | $6,401-85.9% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |