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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 | $10,467 | $135,639-92.3% | $110,241-90.5% | $135,382-92.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $3,936 | $4,907-19.8% | $3,827+2.9% | $4,779-17.6% |
| Participant deferral / active EE | $6,583 | $5,507+19.6% | $4,672+40.9% | $5,609+17.4% |
| Admin fee / account holder | $7 | $11,457-99.9% | $8,548-99.9% | $10,829-99.9% |