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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 | $4,009 | $114,093-96.5% | $96,171-95.8% | $167,536-97.6% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,863 | $5,197-44.9% | $4,350-34.2% | $6,342-54.9% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |