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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 | $1,254 | $110,629-98.9% | $80,784-98.4% | $167,553-99.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $315 | $1,543-79.6% | $1,160-72.9% | $4,840-93.5% |
| Participant deferral / active EE | $1,259 | $2,871-56.2% | $2,145-41.3% | $6,343-80.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |