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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 | $652 | $110,629-99.4% | $80,784-99.2% | $167,553-99.6% |
| Participation rate | 90.5% | 64.0%+26.5pp | 54.2%+36.3pp | 82.1%+8.4pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $174 | $1,543-88.7% | $1,160-85.0% | $4,840-96.4% |
| Participant deferral / active EE | $439 | $2,871-84.7% | $2,145-79.5% | $6,343-93.1% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |