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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 | $8,149 | $99,668-91.8% | $86,451-90.6% | $134,545-93.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,354 | $4,403-69.2% | $3,770-64.1% | $4,742-71.4% |
| Participant deferral / active EE | $10,718 | $7,249+47.9% | $6,953+54.1% | $6,401+67.4% |
| Admin fee / account holder | $149 | $8,377-98.2% | $6,734-97.8% | $11,431-98.7% |