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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 | $3,001 | $150,435-98.0% | $120,580-97.5% | $145,897-97.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 154.60%-154.6pp | 107.48%-107.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,678 | $4,352-61.5% | $3,469-51.6% | $4,663-64.0% |
| Participant deferral / active EE | $2,145 | $6,174-65.3% | $4,995-57.1% | $6,689-67.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |