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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 | $1,954 | $48,274-96.0% | $63,244-96.9% | $59,633-96.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.00% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $685 | $1,586-56.8% | $2,322-70.5% | $2,203-68.9% |
| Participant deferral / active EE | $1,239 | $2,343-47.1% | $2,953-58.1% | $3,192-61.2% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |