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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 | $7,360 | $63,346-88.4% | $92,240-92.0% | $70,126-89.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $4,560 | $2,471+84.5% | $3,680+23.9% | $2,343+94.6% |
| Participant deferral / active EE | $4,185 | $2,854+46.6% | $3,897+7.4% | $3,332+25.6% |
| Admin fee / account holder | $72 | $3,841-98.1% | $5,194-98.6% | $4,645-98.4% |