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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 | $4,595 | $106,557-95.7% | $91,227-95.0% | $134,545-96.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,595 | $3,332-52.1% | $2,851-44.1% | $4,742-66.4% |
| Participant deferral / active EE | $3,000 | $4,719-36.4% | $4,234-29.1% | $6,401-53.1% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |