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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 | $6,436 | $176,105-96.3% | $159,474-96.0% | $167,536-96.2% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,409 | $5,299-73.4% | $4,831-70.8% | $4,839-70.9% |
| Participant deferral / active EE | $4,907 | $7,751-36.7% | $7,353-33.3% | $6,342-22.6% |
| Admin fee / account holder | $14 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |