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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 | $4,048 | $90,617-95.5% | $79,476-94.9% | $135,382-97.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,240 | $3,068-59.6% | $2,800-55.7% | $4,779-74.1% |
| Participant deferral / active EE | $3,100 | $4,050-23.5% | $3,704-16.3% | $5,609-44.7% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.8% | $10,829-99.9% |