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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 | $5,929 | $185,225-96.8% | $142,898-95.9% | $167,553-96.5% |
| Participation rate | 90.0% | 78.5%+11.5pp | 72.0%+18.0pp | 82.1%+7.9pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,341 | $4,496+18.8% | $3,838+39.1% | $6,343-15.8% |
| Admin fee / account holder | $16 | $8,032-99.8% | $6,560-99.8% | $12,316-99.9% |