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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 | $1,322 | $99,011-98.7% | $86,582-98.5% | $147,586-99.1% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $417 | $3,132-86.7% | $2,839-85.3% | $4,876-91.5% |
| Participant deferral / active EE | $897 | $3,972-77.4% | $3,609-75.1% | $5,439-83.5% |
| Admin fee / account holder | $5 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |