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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 | $6,502 | $97,732-93.3% | $83,831-92.2% | $135,380-95.2% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,478 | $4,222-41.3% | $3,631-31.7% | $4,779-48.1% |
| Participant deferral / active EE | $3,850 | $4,683-17.8% | $4,082-5.7% | $5,609-31.4% |
| Admin fee / account holder | $198 | $6,675-97.0% | $5,479-96.4% | $10,828-98.2% |