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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 | $4,124 | $102,696-96.0% | $86,235-95.2% | $139,487-97.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1925.91%-1925.9pp | 1170.03%-1170.0pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,186 | $3,034-27.9% | $2,381-8.2% | $4,755-54.0% |
| Participant deferral / active EE | $2,928 | $4,679-37.4% | $3,987-26.6% | $6,713-56.4% |
| Admin fee / account holder | $4 | $8,667-100.0% | $6,856-99.9% | $11,407-100.0% |