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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 | $1,103 | $27,924-96.1% | $58,544-98.1% | $75,181-98.5% |
| Participation rate | 93.5% | 38.8%+54.6pp | 50.9%+42.6pp | 67.2%+26.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $627 | $669-6.3% | $1,053-40.5% | $2,671-76.5% |
| Participant deferral / active EE | $441 | $1,202-63.3% | $1,923-77.1% | $4,126-89.3% |
| Admin fee / account holder | $21 | $1,726-98.8% | $2,520-99.2% | $5,650-99.6% |