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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 | $746 | $81,763-99.1% | $58,561-98.7% | $139,466-99.5% |
| Participation rate | 70.0% | 61.3%+8.7pp | 50.9%+19.1pp | 80.3%-10.3pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $99 | $1,398-92.9% | $1,053-90.6% | $4,754-97.9% |
| Participant deferral / active EE | $394 | $2,555-84.6% | $1,923-79.5% | $6,712-94.1% |
| Admin fee / account holder | $1 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |