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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 | $9,844 | $185,225-94.7% | $142,898-93.1% | $167,536-94.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,084 | $5,607-45.0% | $4,146-25.6% | $4,839-36.3% |
| Participant deferral / active EE | $6,351 | $4,496+41.3% | $3,838+65.5% | $6,342+0.1% |
| Admin fee / account holder | $62 | $8,032-99.2% | $6,560-99.0% | $12,315-99.5% |