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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 | $1,660 | $104,953-98.4% | $84,637-98.0% | $152,909-98.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $634 | $3,304-80.8% | $2,653-76.1% | $4,764-86.7% |
| Participant deferral / active EE | $994 | $4,691-78.8% | $3,900-74.5% | $5,851-83.0% |
| Admin fee / account holder | $16 | $6,244-99.7% | $4,914-99.7% | $11,601-99.9% |