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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 | $7,297 | $106,551-93.2% | $91,225-92.0% | $134,532-94.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,684 | $3,331-49.5% | $2,851-40.9% | $4,741-64.5% |
| Participant deferral / active EE | $6,455 | $4,718+36.8% | $4,233+52.5% | $6,401+0.8% |
| Admin fee / account holder | $188 | $6,234-97.0% | $5,422-96.5% | $11,429-98.4% |