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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 | $1,560 | $110,551-98.6% | $80,741-98.1% | $167,536-99.1% |
| Participation rate | 95.8% | 64.0%+31.9pp | 54.2%+41.7pp | 82.1%+13.7pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $369 | $1,543-76.1% | $1,160-68.2% | $4,839-92.4% |
| Participant deferral / active EE | $1,176 | $2,870-59.0% | $2,145-45.2% | $6,342-81.5% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |