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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 | $5,072 | $114,093-95.6% | $96,171-94.7% | $167,536-97.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,040 | $3,429-69.7% | $2,799-62.8% | $4,839-78.5% |
| Participant deferral / active EE | $3,900 | $5,197-25.0% | $4,350-10.3% | $6,342-38.5% |
| Admin fee / account holder | $5 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |