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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 | $5,722 | $99,921-94.3% | $85,009-93.3% | $145,959-96.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 83.89%-83.9pp | 66.47%-66.5pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,443 | $3,233-55.4% | $2,728-47.1% | $4,661-69.0% |
| Participant deferral / active EE | $4,196 | $5,293-20.7% | $4,522-7.2% | $6,689-37.3% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |