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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 | $6,630 | $99,011-93.3% | $86,582-92.3% | $147,586-95.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,880 | $3,132-40.0% | $2,839-33.8% | $4,876-61.4% |
| Participant deferral / active EE | $3,058 | $3,972-23.0% | $3,609-15.2% | $5,439-43.8% |
| Admin fee / account holder | $8 | $5,709-99.9% | $4,904-99.8% | $10,886-99.9% |