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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 | $1,392 | $129,239-98.9% | $93,419-98.5% | $158,966-99.1% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $595 | $2,711-78.1% | $2,075-71.3% | $4,762-87.5% |
| Participant deferral / active EE | $743 | $3,909-81.0% | $3,126-76.2% | $5,983-87.6% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |