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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 | $6,166 | $97,732-93.7% | $83,831-92.6% | $135,380-95.4% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,684 | $4,222-60.1% | $3,631-53.6% | $4,779-64.8% |
| Participant deferral / active EE | $3,662 | $4,683-21.8% | $4,082-10.3% | $5,609-34.7% |
| Admin fee / account holder | $61 | $6,675-99.1% | $5,479-98.9% | $10,828-99.4% |