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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 | $3,449 | $99,011-96.5% | $86,582-96.0% | $147,586-97.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,805 | $3,132-42.4% | $2,839-36.4% | $4,876-63.0% |
| Participant deferral / active EE | $1,805 | $3,972-54.6% | $3,609-50.0% | $5,439-66.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |