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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 | $4,636 | $99,644-95.3% | $86,438-94.6% | $134,532-96.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $900 | $4,402-79.6% | $3,769-76.1% | $4,741-81.0% |
| Participant deferral / active EE | $3,520 | $7,247-51.4% | $6,952-49.4% | $6,401-45.0% |
| Admin fee / account holder | $14 | $8,375-99.8% | $6,733-99.8% | $11,429-99.9% |