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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 | $4,872 | $90,530-94.6% | $76,030-93.6% | $145,897-96.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 625.08%-625.1pp | 361.54%-361.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $5,445 | $3,319+64.0% | $2,688+102.6% | $4,663+16.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |