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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 | $7,579 | $102,663-92.6% | $86,216-91.2% | $139,466-94.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,480 | $3,035-18.3% | $2,382+4.1% | $4,754-47.8% |
| Participant deferral / active EE | $4,460 | $4,677-4.7% | $3,986+11.9% | $6,712-33.6% |
| Admin fee / account holder | $25 | $8,663-99.7% | $6,853-99.6% | $11,409-99.8% |