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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 | $7,745 | $101,283-92.4% | $75,826-89.8% | $135,379-94.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $8,232 | $2,382+245.6% | $1,913+330.3% | $4,779+72.3% |
| Participant deferral / active EE | $1,077 | $3,469-68.9% | $2,862-62.4% | $5,609-80.8% |
| Admin fee / account holder | $4 | $6,539-99.9% | $4,726-99.9% | $10,828-100.0% |