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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 | $1,782 | $104,544-98.3% | $76,657-97.7% | $152,897-98.8% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.5%+3.3pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $604 | $3,118-80.6% | $2,303-73.7% | $4,764-87.3% |
| Participant deferral / active EE | $1,141 | $4,236-73.1% | $3,335-65.8% | $5,851-80.5% |
| Admin fee / account holder | $10 | $12,286-99.9% | $6,423-99.8% | $11,599-99.9% |