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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 | $9,998 | $84,685-88.2% | $73,836-86.5% | $125,389-92.0% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,635 | $3,123-15.6% | $2,787-5.5% | $4,866-45.9% |
| Participant deferral / active EE | $6,593 | $3,993+65.1% | $3,583+84.0% | $5,352+23.2% |
| Admin fee / account holder | $55 | $5,694-99.0% | $4,882-98.9% | $9,541-99.4% |