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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 | $1,801 | $96,361-98.1% | $80,607-97.8% | $139,456-98.7% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $798 | $3,262-75.5% | $2,724-70.7% | $4,753-83.2% |
| Participant deferral / active EE | $888 | $5,232-83.0% | $4,448-80.0% | $6,711-86.8% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |