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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 | $8,544 | $104,953-91.9% | $84,637-89.9% | $152,909-94.4% |
| Participation rate | 77.8% | 74.8%+2.9pp | 68.2%+9.5pp | 82.5%-4.7pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $748 | $3,304-77.4% | $2,653-71.8% | $4,764-84.3% |
| Participant deferral / active EE | $6,393 | $4,691+36.3% | $3,900+63.9% | $5,851+9.3% |
| Admin fee / account holder | $10 | $6,244-99.8% | $4,914-99.8% | $11,601-99.9% |