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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 | $7,046 | $105,145-93.3% | $94,664-92.6% | $139,466-94.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,271 | $4,107-69.1% | $3,673-65.4% | $4,754-73.3% |
| Participant deferral / active EE | $6,160 | $7,599-18.9% | $7,417-16.9% | $6,712-8.2% |
| Admin fee / account holder | $7 | $8,972-99.9% | $7,222-99.9% | $11,409-99.9% |