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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 | $7,711 | $156,927-95.1% | $121,169-93.6% | $139,456-94.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $341 | $5,542-93.8% | $4,168-91.8% | $4,753-92.8% |
| Participant deferral / active EE | $6,642 | $4,848+37.0% | $4,083+62.7% | $6,711-1.0% |
| Admin fee / account holder | $7 | $6,946-99.9% | $5,645-99.9% | $11,407-99.9% |