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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 | $6,565 | $97,729-93.3% | $83,830-92.2% | $135,379-95.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,892 | $4,222-55.2% | $3,631-47.9% | $4,779-60.4% |
| Participant deferral / active EE | $4,287 | $4,683-8.4% | $4,082+5.0% | $5,609-23.6% |
| Admin fee / account holder | $140 | $6,674-97.9% | $5,479-97.4% | $10,828-98.7% |