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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 | $1,689 | $114,093-98.5% | $96,171-98.2% | $167,536-99.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $497 | $3,429-85.5% | $2,799-82.2% | $4,839-89.7% |
| Participant deferral / active EE | $1,286 | $5,197-75.2% | $4,350-70.4% | $6,342-79.7% |
| Admin fee / account holder | $98 | $6,899-98.6% | $5,538-98.2% | $12,315-99.2% |