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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 | $7,045 | $176,071-96.0% | $159,450-95.6% | $167,497-95.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.79%-331.8pp | 263.60%-263.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $1,075 | $5,298-79.7% | $4,830-77.8% | $4,838-77.8% |
| Participant deferral / active EE | $5,545 | $7,750-28.5% | $7,352-24.6% | $6,341-12.6% |
| Admin fee / account holder | $9 | $12,555-99.9% | $10,800-99.9% | $12,310-99.9% |