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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 | $4,479 | $99,647-95.5% | $86,439-94.8% | $134,509-96.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,315 | $4,401-47.4% | $3,769-38.6% | $4,741-51.2% |
| Participant deferral / active EE | $2,524 | $7,246-65.2% | $6,952-63.7% | $6,400-60.6% |
| Admin fee / account holder | $251 | $8,373-97.0% | $6,732-96.3% | $11,427-97.8% |