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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 | $2,257 | $104,106-97.8% | $71,086-96.8% | $135,379-98.3% |
| Participation rate | 70.6% | 65.7%+4.9pp | 54.7%+15.9pp | 82.6%-12.1pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $409 | $1,485-72.5% | $1,088-62.4% | $4,779-91.4% |
| Participant deferral / active EE | $1,597 | $2,527-36.8% | $1,874-14.8% | $5,609-71.5% |
| Admin fee / account holder | $2 | $4,142-99.9% | $3,082-99.9% | $10,828-100.0% |