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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 | $11,694 | $112,935-89.6% | $90,970-87.1% | $158,966-92.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,262 | $2,895-21.8% | $2,122+6.6% | $4,762-52.5% |
| Participant deferral / active EE | $6,037 | $4,129+46.2% | $3,373+79.0% | $5,983+0.9% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |