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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 | $628 | $84,464-99.3% | $61,399-99.0% | $134,509-99.5% |
| Participation rate | 81.8% | 62.2%+19.6pp | 52.6%+29.2pp | 81.2%+0.6pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $311 | $1,545-79.9% | $1,159-73.2% | $4,741-93.4% |
| Participant deferral / active EE | $311 | $2,818-89.0% | $2,124-85.4% | $6,400-95.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |