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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 | $3,931 | $104,520-96.2% | $76,823-94.9% | $152,885-97.4% |
| Participation rate | 93.3% | 76.6%+16.7pp | 72.1%+21.3pp | 82.5%+10.9pp |
| Annual return | 0.00% | 1014.03%-1014.0pp | 1166.42%-1166.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $563 | $3,117-81.9% | $2,302-75.5% | $4,763-88.2% |
| Participant deferral / active EE | $2,877 | $4,236-32.1% | $3,336-13.7% | $5,851-50.8% |
| Admin fee / account holder | $0 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |