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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 | $7,687 | $97,732-92.1% | $83,831-90.8% | $135,380-94.3% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,248 | $4,222-46.8% | $3,631-38.1% | $4,779-53.0% |
| Participant deferral / active EE | $6,726 | $4,683+43.6% | $4,082+64.8% | $5,609+19.9% |
| Admin fee / account holder | $1 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |