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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 | $8,121 | $95,975-91.5% | $74,552-89.1% | $135,382-94.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,570 | $2,716-42.2% | $1,961-19.9% | $4,779-67.2% |
| Participant deferral / active EE | $9,800 | $3,844+155.0% | $3,108+215.3% | $5,609+74.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |