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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 | $4,356 | $114,130-96.2% | $96,192-95.5% | $167,553-97.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,419 | $3,431-58.6% | $2,799-49.3% | $4,840-70.7% |
| Participant deferral / active EE | $1,892 | $5,198-63.6% | $4,351-56.5% | $6,343-70.2% |
| Admin fee / account holder | $26 | $6,901-99.6% | $5,539-99.5% | $12,316-99.8% |