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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 | $3,360 | $121,656-97.2% | $104,614-96.8% | $158,950-97.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,162 | $3,164-31.7% | $2,681-19.4% | $4,762-54.6% |
| Participant deferral / active EE | $2,852 | $4,177-31.7% | $3,739-23.7% | $5,983-52.3% |
| Admin fee / account holder | $13 | $7,775-99.8% | $6,464-99.8% | $11,248-99.9% |