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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 | $985 | $81,668-98.8% | $58,507-98.3% | $139,487-99.3% |
| Participation rate | 73.7% | 61.3%+12.3pp | 50.9%+22.8pp | 80.3%-6.7pp |
| Annual return | 0.00% | 7430.07%-7430.1pp | 4252.32%-4252.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $309 | $1,398-77.9% | $1,053-70.6% | $4,755-93.5% |
| Participant deferral / active EE | $417 | $2,554-83.7% | $1,922-78.3% | $6,713-93.8% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |