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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 | $6,344 | $183,978-96.6% | $162,171-96.1% | $152,885-95.9% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,562 | $6,370-59.8% | $5,613-54.4% | $4,763-46.2% |
| Participant deferral / active EE | $3,402 | $8,033-57.7% | $7,297-53.4% | $5,851-41.9% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |