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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 | $13,276 | $78,694-83.1% | $67,652-80.4% | $125,389-89.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.69% | 9.46%-10.2pp | 6625.40%-6626.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $6,246 | $3,044+105.2% | $2,266+175.7% | $4,866+28.4% |
| Participant deferral / active EE | $3,171 | $4,292-26.1% | $3,560-10.9% | $5,352-40.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |