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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 | $10,532 | $97,732-89.2% | $83,831-87.4% | $135,380-92.2% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,445 | $4,222-18.4% | $3,631-5.1% | $4,779-27.9% |
| Participant deferral / active EE | $6,847 | $4,683+46.2% | $4,082+67.7% | $5,609+22.1% |
| Admin fee / account holder | $68 | $6,675-99.0% | $5,479-98.8% | $10,828-99.4% |