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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 | $10,398 | $89,370-88.4% | $141,197-92.6% | $72,976-85.8% |
| Participation rate | 86.1% | 75.1%+11.0pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $8,954 | $3,115+187.4% | $4,736+89.0% | $2,440+266.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |