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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 | $3,934 | $96,691-95.9% | $86,656-95.5% | $139,487-97.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,110 | $3,267-4.8% | $3,025+2.8% | $4,755-34.6% |
| Participant deferral / active EE | $2,174 | $4,838-55.1% | $4,439-51.0% | $6,713-67.6% |
| Admin fee / account holder | $140 | $6,414-97.8% | $5,619-97.5% | $11,407-98.8% |