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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 | $3,729 | $114,130-96.7% | $96,192-96.1% | $167,553-97.8% |
| Participation rate | 87.0% | 75.1%+11.9pp | 68.4%+18.5pp | 82.1%+4.8pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,376 | $3,431-59.9% | $2,799-50.9% | $4,840-71.6% |
| Participant deferral / active EE | $2,950 | $5,198-43.2% | $4,351-32.2% | $6,343-53.5% |
| Admin fee / account holder | $15 | $6,901-99.8% | $5,539-99.7% | $12,316-99.9% |