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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 | $6,256 | $84,741-92.6% | $75,731-91.7% | $167,553-96.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $717 | $3,230-77.8% | $2,743-73.9% | $4,840-85.2% |
| Participant deferral / active EE | $5,334 | $4,577+16.5% | $3,820+39.6% | $6,343-15.9% |
| Admin fee / account holder | $1 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |