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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 | $3,990 | $110,629-96.4% | $80,784-95.1% | $167,553-97.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,936 | $1,543+25.4% | $1,160+66.8% | $4,840-60.0% |
| Participant deferral / active EE | $1,936 | $2,871-32.6% | $2,145-9.8% | $6,343-69.5% |
| Admin fee / account holder | $5 | $4,547-99.9% | $3,380-99.9% | $12,316-100.0% |