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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 | $6,085 | $99,011-93.9% | $86,582-93.0% | $147,586-95.9% |
| Participation rate | 78.9% | 76.3%+2.6pp | 73.5%+5.4pp | 82.8%-3.9pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,332 | $3,132-57.5% | $2,839-53.1% | $4,876-72.7% |
| Participant deferral / active EE | $3,393 | $3,972-14.6% | $3,609-6.0% | $5,439-37.6% |
| Admin fee / account holder | $24 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |