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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 | $3,988 | $96,643-95.9% | $86,617-95.4% | $139,456-97.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,669 | $3,264-48.9% | $3,023-44.8% | $4,753-64.9% |
| Participant deferral / active EE | $2,061 | $4,835-57.4% | $4,437-53.6% | $6,711-69.3% |
| Admin fee / account holder | $1 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |