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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 | $578 | $27,936-97.9% | $58,561-99.0% | $75,173-99.2% |
| Participation rate | 76.8% | 38.8%+37.9pp | 50.9%+25.9pp | 67.2%+9.6pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $236 | $670-64.8% | $1,053-77.6% | $2,671-91.2% |
| Participant deferral / active EE | $255 | $1,202-78.8% | $1,923-86.7% | $4,126-93.8% |
| Admin fee / account holder | $59 | $1,727-96.6% | $2,520-97.7% | $5,651-99.0% |