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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 | $4,827 | $114,093-95.8% | $96,171-95.0% | $167,536-97.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,864 | $3,429-45.7% | $2,799-33.4% | $4,839-61.5% |
| Participant deferral / active EE | $2,243 | $5,197-56.8% | $4,350-48.4% | $6,342-64.6% |
| Admin fee / account holder | $12 | $6,899-99.8% | $5,538-99.8% | $12,315-99.9% |