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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 | $5,617 | $93,124-94.0% | $77,100-92.7% | $134,545-95.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,085 | $3,421-39.1% | $2,815-25.9% | $4,742-56.0% |
| Participant deferral / active EE | $5,124 | $5,242-2.2% | $4,430+15.7% | $6,401-19.9% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |