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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 | $5,011 | $109,905-95.4% | $98,506-94.9% | $167,553-97.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,851 | $3,226-42.6% | $2,961-37.5% | $4,840-61.8% |
| Participant deferral / active EE | $2,962 | $4,674-36.6% | $4,277-30.7% | $6,343-53.3% |
| Admin fee / account holder | $19 | $6,760-99.7% | $5,955-99.7% | $12,316-99.8% |