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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 | $8,409 | $97,729-91.4% | $83,830-90.0% | $135,379-93.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,326 | $4,222-44.9% | $3,631-36.0% | $4,779-51.3% |
| Participant deferral / active EE | $6,430 | $4,683+37.3% | $4,082+57.5% | $5,609+14.6% |
| Admin fee / account holder | $32 | $6,674-99.5% | $5,479-99.4% | $10,828-99.7% |