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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 | $8,505 | $56,197-84.9% | $67,652-87.4% | $59,633-85.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,200 | $1,615+98.2% | $2,266+41.3% | $2,203+45.3% |
| Participant deferral / active EE | $4,960 | $2,844+74.4% | $3,560+39.3% | $3,192+55.4% |
| Admin fee / account holder | $32 | $3,958-99.2% | $4,821-99.3% | $4,297-99.3% |