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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 | $8,020 | $85,766-90.6% | $136,298-94.1% | $70,126-88.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,100 | $2,966-62.9% | $4,696-76.6% | $2,343-53.0% |
| Participant deferral / active EE | $2,971 | $5,051-41.2% | $6,247-52.4% | $3,332-10.8% |
| Admin fee / account holder | $90 | $5,421-98.3% | $9,244-99.0% | $4,645-98.1% |