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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 | $7,574 | $99,009-92.4% | $86,581-91.3% | $147,585-94.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.70%-1312.7pp | 965.06%-965.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $3,301 | $3,132+5.4% | $2,840+16.3% | $4,876-32.3% |
| Participant deferral / active EE | $7,721 | $3,972+94.4% | $3,609+114.0% | $5,439+42.0% |
| Admin fee / account holder | $17 | $5,709-99.7% | $4,904-99.7% | $10,886-99.8% |