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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 | $9,453 | $82,630-88.6% | $64,105-85.3% | $125,389-92.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | 0.01% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,035 | $2,671+51.1% | $1,820+121.7% | $4,866-17.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |