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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 | $7,831 | $99,668-92.1% | $86,451-90.9% | $134,545-94.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,923 | $4,403-56.3% | $3,770-49.0% | $4,742-59.4% |
| Participant deferral / active EE | $6,429 | $7,249-11.3% | $6,953-7.5% | $6,401+0.4% |
| Admin fee / account holder | $10 | $8,377-99.9% | $6,734-99.9% | $11,431-99.9% |