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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 | $7,861 | $84,685-90.7% | $73,836-89.4% | $125,389-93.7% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,244 | $3,123-60.2% | $2,787-55.4% | $4,866-74.4% |
| Participant deferral / active EE | $3,042 | $3,993-23.8% | $3,583-15.1% | $5,352-43.2% |
| Admin fee / account holder | $7 | $5,694-99.9% | $4,882-99.9% | $9,541-99.9% |