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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 | $6,237 | $97,732-93.6% | $83,831-92.6% | $135,380-95.4% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,375 | $4,222-43.7% | $3,631-34.6% | $4,779-50.3% |
| Participant deferral / active EE | $4,033 | $4,683-13.9% | $4,082-1.2% | $5,609-28.1% |
| Admin fee / account holder | $12 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |