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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 | $2,263 | $104,577-97.8% | $76,667-97.0% | $152,909-98.5% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.5%-7.5pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,622 | $4,237-61.7% | $3,336-51.4% | $5,851-72.3% |
| Admin fee / account holder | $19 | $12,290-99.8% | $6,423-99.7% | $11,601-99.8% |