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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 | $2,123 | $73,518-97.1% | $63,005-96.6% | $147,585-98.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $959 | $3,322-71.1% | $2,760-65.3% | $4,876-80.3% |
| Participant deferral / active EE | $1,152 | $4,183-72.5% | $3,329-65.4% | $5,439-78.8% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |