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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 | $6,674 | $124,175-94.6% | $108,405-93.8% | $167,536-96.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,001 | $4,188-76.1% | $3,559-71.9% | $4,839-79.3% |
| Participant deferral / active EE | $5,544 | $6,908-19.8% | $6,563-15.5% | $6,342-12.6% |
| Admin fee / account holder | $3 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |