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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 | $3,944 | $96,388-95.9% | $80,627-95.1% | $139,466-97.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,461 | $3,260-55.2% | $2,723-46.4% | $4,754-69.3% |
| Participant deferral / active EE | $2,175 | $5,224-58.4% | $4,443-51.1% | $6,712-67.6% |
| Admin fee / account holder | $2 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |