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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 | $5,013 | $99,668-95.0% | $86,451-94.2% | $134,545-96.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,982 | $4,403-55.0% | $3,770-47.4% | $4,742-58.2% |
| Participant deferral / active EE | $2,936 | $7,249-59.5% | $6,953-57.8% | $6,401-54.1% |
| Admin fee / account holder | $1 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |