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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 | $7,656 | $150,442-94.9% | $136,295-94.4% | $147,585-94.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $2,268 | $5,256-56.8% | $4,695-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $5,254 | $6,630-20.8% | $6,247-15.9% | $5,439-3.4% |
| Admin fee / account holder | $21 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |