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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 | $3,122 | $72,465-95.7% | $67,575-95.4% | $145,884-97.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7222.56%-7222.6pp | 3528.98%-3529.0pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,905 | $3,074-38.0% | $2,736-30.4% | $4,662-59.1% |
| Participant deferral / active EE | $2,161 | $4,786-54.9% | $4,003-46.0% | $6,690-67.7% |
| Admin fee / account holder | $5 | $5,515-99.9% | $3,993-99.9% | $13,392-100.0% |