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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 | $1,431 | $156,897-99.1% | $121,147-98.8% | $139,427-99.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 0.00% | 1475.10%-1475.1pp | 986.30%-986.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $416 | $5,539-92.5% | $4,166-90.0% | $4,752-91.2% |
| Participant deferral / active EE | $521 | $4,846-89.3% | $4,081-87.2% | $6,711-92.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |