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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 | $5,856 | $99,011-94.1% | $86,582-93.2% | $147,586-96.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,530 | $3,132-19.2% | $2,839-10.9% | $4,876-48.1% |
| Participant deferral / active EE | $2,939 | $3,972-26.0% | $3,609-18.6% | $5,439-46.0% |
| Admin fee / account holder | $162 | $5,709-97.2% | $4,904-96.7% | $10,886-98.5% |