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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 | $8,824 | $99,011-91.1% | $86,582-89.8% | $147,586-94.0% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,628 | $3,132-48.0% | $2,839-42.7% | $4,876-66.6% |
| Participant deferral / active EE | $6,663 | $3,972+67.7% | $3,609+84.6% | $5,439+22.5% |
| Admin fee / account holder | $14 | $5,709-99.8% | $4,904-99.7% | $10,886-99.9% |