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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 | $2,810 | $72,403-96.1% | $67,524-95.8% | $145,978-98.1% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 0.00% | 7197.23%-7197.2pp | 3519.41%-3519.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,187 | $3,072-61.3% | $2,734-56.6% | $4,662-74.5% |
| Participant deferral / active EE | $1,238 | $4,782-74.1% | $4,001-69.1% | $6,690-81.5% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |