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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 | $3,865 | $114,093-96.6% | $96,171-96.0% | $167,536-97.7% |
| Participation rate | 84.6% | 75.1%+9.6pp | 68.4%+16.2pp | 82.1%+2.5pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,750 | $3,429-49.0% | $2,799-37.5% | $4,839-63.8% |
| Participant deferral / active EE | $2,031 | $5,197-60.9% | $4,350-53.3% | $6,342-68.0% |
| Admin fee / account holder | $5 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |