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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 | $7,108 | $124,187-94.3% | $108,410-93.4% | $167,518-95.8% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 0.00% | 1379.80%-1379.8pp | 905.34%-905.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,216 | $4,187-71.0% | $3,558-65.8% | $4,838-74.9% |
| Participant deferral / active EE | $4,868 | $6,908-29.5% | $6,562-25.8% | $6,342-23.2% |
| Admin fee / account holder | $1 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |