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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 | $3,220 | $105,210-96.9% | $159,487-98.0% | $85,851-96.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $3,220 | $3,319-3.0% | $4,831-33.3% | $2,565+25.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |