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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 | $4,041 | $92,684-95.6% | $82,706-95.1% | $134,509-97.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,800 | $3,272-45.0% | $3,007-40.1% | $4,741-62.0% |
| Participant deferral / active EE | $2,250 | $4,800-53.1% | $4,394-48.8% | $6,400-64.8% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |