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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 | $4,469 | $114,073-96.1% | $96,161-95.4% | $167,518-97.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,658 | $3,428-51.7% | $2,798-40.8% | $4,838-65.7% |
| Participant deferral / active EE | $2,518 | $5,195-51.5% | $4,349-42.1% | $6,342-60.3% |
| Admin fee / account holder | $11 | $6,899-99.8% | $5,538-99.8% | $12,312-99.9% |