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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 | $4,574 | $114,093-96.0% | $96,171-95.2% | $167,536-97.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,195 | $3,429-65.1% | $2,799-57.3% | $4,839-75.3% |
| Participant deferral / active EE | $2,813 | $5,197-45.9% | $4,350-35.3% | $6,342-55.7% |
| Admin fee / account holder | $50 | $6,899-99.3% | $5,538-99.1% | $12,315-99.6% |