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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 | $6,676 | $176,105-96.2% | $159,474-95.8% | $167,536-96.0% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,649 | $5,299-50.0% | $4,831-45.2% | $4,839-45.3% |
| Participant deferral / active EE | $4,610 | $7,751-40.5% | $7,353-37.3% | $6,342-27.3% |
| Admin fee / account holder | $229 | $12,559-98.2% | $10,802-97.9% | $12,315-98.1% |