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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 | $1,172 | $99,668-98.8% | $86,451-98.6% | $134,545-99.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,210 | $4,403-72.5% | $3,770-67.9% | $4,742-74.5% |
| Participant deferral / active EE | $2,407 | $7,249-66.8% | $6,953-65.4% | $6,401-62.4% |
| Admin fee / account holder | $141 | $8,377-98.3% | $6,734-97.9% | $11,431-98.8% |