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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 | $1,916 | $102,635-98.1% | $86,209-97.8% | $139,456-98.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 1923.53%-1923.5pp | 1169.05%-1169.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,414 | $4,677-69.8% | $3,986-64.5% | $6,711-78.9% |
| Admin fee / account holder | $4 | $8,661-100.0% | $6,853-99.9% | $11,407-100.0% |