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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 | $6,736 | $97,761-93.1% | $83,850-92.0% | $135,382-95.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,138 | $4,222-49.4% | $3,631-41.1% | $4,779-55.3% |
| Participant deferral / active EE | $3,654 | $4,682-22.0% | $4,082-10.5% | $5,609-34.8% |
| Admin fee / account holder | $72 | $6,674-98.9% | $5,478-98.7% | $10,829-99.3% |