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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 | $12,940 | $66,601-80.6% | $92,909-86.1% | $67,579-80.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 0.00% | 92.58%-92.6pp | 109.44%-109.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $12,940 | $2,775+366.2% | $3,653+254.2% | $2,148+502.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |