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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 | $7,209 | $100,895-92.9% | $90,430-92.0% | $158,950-95.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,717 | $3,689-53.4% | $3,262-47.4% | $4,762-63.9% |
| Participant deferral / active EE | $4,359 | $4,347+0.3% | $3,963+10.0% | $5,983-27.1% |
| Admin fee / account holder | $27 | $6,505-99.6% | $5,613-99.5% | $11,248-99.8% |