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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 | $3,051 | $96,419-96.8% | $80,648-96.2% | $139,487-97.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,546 | $3,261-52.6% | $2,724-43.3% | $4,755-67.5% |
| Participant deferral / active EE | $1,860 | $5,225-64.4% | $4,443-58.1% | $6,713-72.3% |
| Admin fee / account holder | $2 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |