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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 | $8,526 | $70,666-87.9% | $169,385-95.0% | $75,181-88.7% |
| Participation rate | 74.1% | 64.8%+9.3pp | 77.2%-3.1pp | 67.2%+6.9pp |
| Annual return | 0.00% | 36.37%-36.4pp | 405.82%-405.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $862 | $2,210-61.0% | $4,012-78.5% | $2,671-67.7% |
| Participant deferral / active EE | $5,596 | $4,308+29.9% | $6,221-10.0% | $4,126+35.6% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,011-100.0% | $5,650-100.0% |