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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 | $1,665 | $109,872-98.5% | $98,483-98.3% | $167,536-99.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $528 | $3,225-83.6% | $2,961-82.2% | $4,839-89.1% |
| Participant deferral / active EE | $966 | $4,673-79.3% | $4,276-77.4% | $6,342-84.8% |
| Admin fee / account holder | $21 | $6,757-99.7% | $5,953-99.6% | $12,315-99.8% |