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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 | $1,130 | $81,749-98.6% | $58,544-98.1% | $139,456-99.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,608 | $1,398+15.0% | $1,053+52.7% | $4,753-66.2% |
| Participant deferral / active EE | $2,373 | $2,555-7.1% | $1,923+23.4% | $6,711-64.6% |
| Admin fee / account holder | $113 | $3,272-96.5% | $2,520-95.5% | $11,407-99.0% |