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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 | $3,573 | $90,607-96.1% | $79,467-95.5% | $135,380-97.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,164 | $3,068-29.5% | $2,800-22.7% | $4,779-54.7% |
| Participant deferral / active EE | $1,790 | $4,050-55.8% | $3,704-51.7% | $5,609-68.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |