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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 | $5,972 | $150,446-96.0% | $136,297-95.6% | $147,585-96.0% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,435 | $5,256-72.7% | $4,696-69.4% | $4,876-70.6% |
| Participant deferral / active EE | $3,384 | $6,631-49.0% | $6,247-45.8% | $5,439-37.8% |
| Admin fee / account holder | $11 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |