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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 | $3,315 | $84,685-96.1% | $73,836-95.5% | $125,389-97.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.70% | 3123.80%-3126.5pp | 2268.06%-2270.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,643 | $3,993-58.9% | $3,583-54.2% | $5,352-69.3% |
| Admin fee / account holder | $15 | $5,694-99.7% | $4,882-99.7% | $9,541-99.8% |