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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 | $3,571 | $100,938-96.5% | $90,461-96.1% | $158,982-97.8% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.7%+1.0pp | 82.0%-8.3pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,854 | $4,350-34.4% | $3,964-28.0% | $5,983-52.3% |
| Admin fee / account holder | $28 | $6,510-99.6% | $5,617-99.5% | $11,252-99.8% |