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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 | $6,847 | $102,663-93.3% | $86,216-92.1% | $139,466-95.1% |
| 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 | $2,444 | $3,035-19.5% | $2,382+2.6% | $4,754-48.6% |
| Participant deferral / active EE | $3,939 | $4,677-15.8% | $3,986-1.2% | $6,712-41.3% |
| Admin fee / account holder | $3 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |