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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 | $5,555 | $176,688-96.9% | $130,660-95.7% | $152,909-96.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $192 | $5,743-96.7% | $4,092-95.3% | $4,764-96.0% |
| Participant deferral / active EE | $2,412 | $4,362-44.7% | $3,603-33.1% | $5,851-58.8% |
| Admin fee / account holder | $80 | $7,131-98.9% | $5,463-98.5% | $11,601-99.3% |