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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 | $6,202 | $99,017-93.7% | $86,587-92.8% | $147,585-95.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.37%-1312.4pp | 964.86%-964.9pp | 578.56%-578.6pp |
| Employer contribution / active EE | $2,905 | $3,132-7.2% | $2,839+2.3% | $4,876-40.4% |
| Participant deferral / active EE | $5,683 | $3,972+43.1% | $3,609+57.5% | $5,439+4.5% |
| Admin fee / account holder | $102 | $5,710-98.2% | $4,906-97.9% | $10,885-99.1% |