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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 | $3,916 | $84,741-95.4% | $75,731-94.8% | $167,553-97.7% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.8%-4.8pp | 82.1%-12.1pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,086 | $3,230-66.4% | $2,743-60.4% | $4,840-77.6% |
| Participant deferral / active EE | $1,656 | $4,577-63.8% | $3,820-56.7% | $6,343-73.9% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |