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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 | $6,960 | $108,695-93.6% | $74,722-90.7% | $152,897-95.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $621 | $1,504-58.7% | $1,084-42.7% | $4,764-87.0% |
| Participant deferral / active EE | $2,025 | $2,712-25.3% | $1,963+3.2% | $5,851-65.4% |
| Admin fee / account holder | $3 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |