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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 | $8,718 | $109,872-92.1% | $98,483-91.1% | $167,536-94.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,189 | $3,225-63.1% | $2,961-59.8% | $4,839-75.4% |
| Participant deferral / active EE | $6,245 | $4,673+33.6% | $4,276+46.0% | $6,342-1.5% |
| Admin fee / account holder | $147 | $6,757-97.8% | $5,953-97.5% | $12,315-98.8% |