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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 | $3,471 | $112,121-96.9% | $95,960-96.4% | $158,966-97.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,348 | $3,199-57.9% | $2,541-46.9% | $4,762-71.7% |
| Participant deferral / active EE | $1,686 | $4,784-64.8% | $4,167-59.5% | $5,983-71.8% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |