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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 | $6,254 | $121,701-94.9% | $104,639-94.0% | $158,982-96.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $769 | $3,165-75.7% | $2,682-71.3% | $4,763-83.9% |
| Participant deferral / active EE | $5,504 | $4,176+31.8% | $3,738+47.3% | $5,983-8.0% |
| Admin fee / account holder | $21 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |