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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 | $5,599 | $90,606-93.8% | $79,466-93.0% | $135,379-95.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,209 | $3,068-60.6% | $2,800-56.8% | $4,779-74.7% |
| Participant deferral / active EE | $3,253 | $4,050-19.7% | $3,704-12.2% | $5,609-42.0% |
| Admin fee / account holder | $23 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |