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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 | $5,597 | $107,941-94.8% | $91,994-93.9% | $152,897-96.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,429 | $4,212-18.6% | $3,453-0.7% | $4,764-28.0% |
| Participant deferral / active EE | $3,429 | $6,366-46.1% | $5,924-42.1% | $5,851-41.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |