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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 | $1,103 | $185,225-99.4% | $142,898-99.2% | $167,536-99.3% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $409 | $5,607-92.7% | $4,146-90.1% | $4,839-91.6% |
| Participant deferral / active EE | $410 | $4,496-90.9% | $3,838-89.3% | $6,342-93.5% |
| Admin fee / account holder | $1 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |