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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 | $2,703 | $109,344-97.5% | $89,400-97.0% | $158,950-98.3% |
| Participation rate | 94.1% | 74.3%+19.9pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 0.00% | 345.73%-345.7pp | 245.64%-245.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,614 | $3,170-17.5% | $2,586+1.1% | $4,762-45.1% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7 | $6,154-99.9% | $4,882-99.9% | $11,248-99.9% |