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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 | $5,797 | $150,435-96.1% | $120,580-95.2% | $145,897-96.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 154.60%-154.6pp | 107.48%-107.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $923 | $4,352-78.8% | $3,469-73.4% | $4,663-80.2% |
| Participant deferral / active EE | $4,964 | $6,174-19.6% | $4,995-0.6% | $6,689-25.8% |
| Admin fee / account holder | $26 | $12,182-99.8% | $9,418-99.7% | $13,390-99.8% |