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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 | $6,204 | $96,419-93.6% | $80,648-92.3% | $139,487-95.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $983 | $3,261-69.9% | $2,724-63.9% | $4,755-79.3% |
| Participant deferral / active EE | $6,634 | $5,225+27.0% | $4,443+49.3% | $6,713-1.2% |
| Admin fee / account holder | $30 | $6,605-99.6% | $5,382-99.5% | $11,407-99.7% |