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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 | $4,972 | $112,099-95.6% | $95,954-94.8% | $158,931-96.9% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 0.00% | 171.12%-171.1pp | 91.62%-91.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $5,264 | $3,198+64.6% | $2,541+107.2% | $4,761+10.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |