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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 | $7,039 | $82,630-91.5% | $64,105-89.0% | $125,389-94.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 68.2%+23.5pp | 83.2%+8.5pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,353 | $2,671+100.4% | $1,820+194.2% | $4,866+10.0% |
| Participant deferral / active EE | $1,817 | $3,608-49.6% | $2,822-35.6% | $5,352-66.0% |
| Admin fee / account holder | $80 | $6,382-98.8% | $4,499-98.2% | $9,541-99.2% |