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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 | $4,920 | $108,701-95.5% | $74,723-93.4% | $152,909-96.8% |
| Participation rate | 84.6% | 65.4%+19.3pp | 54.5%+30.2pp | 82.5%+2.2pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $98 | $1,504-93.5% | $1,084-90.9% | $4,764-97.9% |
| Participant deferral / active EE | $313 | $2,709-88.4% | $1,962-84.0% | $5,851-94.7% |
| Admin fee / account holder | $2 | $4,906-100.0% | $3,335-99.9% | $11,601-100.0% |