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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 | $7,224 | $75,962-90.5% | $154,111-95.3% | $64,173-88.7% |
| Participation rate | 76.6% | 70.4%+6.1pp | 83.0%-6.5pp | 69.6%+7.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,312 | $3,175-58.7% | $5,081-74.2% | $3,470-62.2% |
| Admin fee / account holder | $193 | $5,589-96.5% | $13,411-98.6% | $4,887-96.0% |