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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 | $2,523 | $185,199-98.6% | $142,874-98.2% | $167,518-98.5% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,892 | $5,606-66.2% | $4,145-54.4% | $4,838-60.9% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |