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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 | $7,298 | $106,548-93.2% | $91,219-92.0% | $134,493-94.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.69%-160.7pp | 114.06%-114.1pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,253 | $4,719+53.7% | $4,234+71.3% | $6,400+13.3% |
| Admin fee / account holder | $0 | $6,233-100.0% | $5,421-100.0% | $11,425-100.0% |