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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 | $13,547 | $124,187-89.1% | $108,410-87.5% | $167,518-91.9% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 0.00% | 1379.80%-1379.8pp | 905.34%-905.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,079 | $4,187-74.2% | $3,558-69.7% | $4,838-77.7% |
| Participant deferral / active EE | $3,587 | $6,908-48.1% | $6,562-45.3% | $6,342-43.4% |
| Admin fee / account holder | $23 | $9,456-99.8% | $7,296-99.7% | $12,312-99.8% |