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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 | $5,354 | $97,761-94.5% | $83,850-93.6% | $135,382-96.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,670 | $4,222-36.8% | $3,631-26.5% | $4,779-44.1% |
| Participant deferral / active EE | $2,914 | $4,682-37.8% | $4,082-28.6% | $5,609-48.0% |
| Admin fee / account holder | $6 | $6,674-99.9% | $5,478-99.9% | $10,829-99.9% |