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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 | $2,834 | $73,518-96.1% | $63,005-95.5% | $147,585-98.1% |
| 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 | $383 | $3,322-88.5% | $2,760-86.1% | $4,876-92.2% |
| Participant deferral / active EE | $2,298 | $4,183-45.1% | $3,329-31.0% | $5,439-57.8% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |