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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 | $6,320 | $121,656-94.8% | $104,614-94.0% | $158,950-96.0% |
| Participation rate | 91.7% | 77.5%+14.1pp | 74.1%+17.6pp | 82.0%+9.7pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,171 | $3,164-31.4% | $2,681-19.0% | $4,762-54.4% |
| Participant deferral / active EE | $3,494 | $4,177-16.4% | $3,739-6.5% | $5,983-41.6% |
| Admin fee / account holder | $15 | $7,775-99.8% | $6,464-99.8% | $11,248-99.9% |