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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 | $3,289 | $185,225-98.2% | $142,898-97.7% | $167,553-98.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,145 | $5,607-79.6% | $4,146-72.4% | $4,840-76.3% |
| Participant deferral / active EE | $5,290 | $4,496+17.7% | $3,838+37.8% | $6,343-16.6% |
| Admin fee / account holder | $3 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |