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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 | $402 | $108,673-99.6% | $74,713-99.5% | $152,870-99.7% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 0.00% | 114.08%-114.1pp | 752.99%-753.0pp | 345.34%-345.3pp |
| Employer contribution / active EE | $134 | $1,503-91.1% | $1,084-87.7% | $4,763-97.2% |
| Participant deferral / active EE | $179 | $2,713-93.4% | $1,964-90.9% | $5,850-96.9% |
| Admin fee / account holder | $0 | $4,904-100.0% | $3,334-100.0% | $11,597-100.0% |