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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 | $2,303 | $84,708-97.3% | $75,714-97.0% | $167,536-98.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,000 | $3,231-69.1% | $2,744-63.6% | $4,839-79.3% |
| Participant deferral / active EE | $1,250 | $4,577-72.7% | $3,820-67.3% | $6,342-80.3% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |