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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 | $7,288 | $99,009-92.6% | $86,581-91.6% | $147,585-95.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.70%-1312.7pp | 965.06%-965.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $5,157 | $3,132+64.6% | $2,840+81.6% | $4,876+5.7% |
| Participant deferral / active EE | $5,684 | $3,972+43.1% | $3,609+57.5% | $5,439+4.5% |
| Admin fee / account holder | $240 | $5,709-95.8% | $4,904-95.1% | $10,886-97.8% |