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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 | $8,885 | $99,647-91.1% | $86,439-89.7% | $134,509-93.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,746 | $4,401-14.9% | $3,769-0.6% | $4,741-21.0% |
| Participant deferral / active EE | $8,708 | $7,246+20.2% | $6,952+25.3% | $6,400+36.1% |
| Admin fee / account holder | $150 | $8,373-98.2% | $6,732-97.8% | $11,427-98.7% |