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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 | $2,719 | $154,145-98.2% | $130,014-97.9% | $139,427-98.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.49%-32.5pp | -137.22%+137.2pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,320-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,569 | $6,711-61.7% | $5,821-55.9% | $6,711-61.7% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |