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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 | $108,701-99.6% | $74,723-99.5% | $152,909-99.7% |
| Participation rate | 80.0% | 65.4%+14.6pp | 54.5%+25.5pp | 82.5%-2.5pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $134 | $1,504-91.1% | $1,084-87.7% | $4,764-97.2% |
| Participant deferral / active EE | $179 | $2,709-93.4% | $1,962-90.9% | $5,851-96.9% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |