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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 | $7,024 | $73,518-90.4% | $63,003-88.9% | $147,585-95.2% |
| 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 | 578.57%-578.6pp |
| Employer contribution / active EE | $465 | $3,322-86.0% | $2,760-83.1% | $4,876-90.5% |
| Participant deferral / active EE | $5,131 | $4,183+22.7% | $3,329+54.1% | $5,439-5.7% |
| Admin fee / account holder | $10 | $5,952-99.8% | $3,600-99.7% | $10,885-99.9% |