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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 | $9,225 | $97,732-90.6% | $83,831-89.0% | $135,380-93.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,418 | $4,222+28.3% | $3,631+49.2% | $4,779+13.4% |
| Participant deferral / active EE | $3,914 | $4,683-16.4% | $4,082-4.1% | $5,609-30.2% |
| Admin fee / account holder | $3 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |