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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 | $7,509 | $185,199-95.9% | $142,874-94.7% | $167,518-95.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,600 | $5,606-53.6% | $4,145-37.3% | $4,838-46.3% |
| Participant deferral / active EE | $6,646 | $4,495+47.9% | $3,838+73.2% | $6,342+4.8% |
| Admin fee / account holder | $84 | $8,031-99.0% | $6,561-98.7% | $12,312-99.3% |