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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 | $7,758 | $106,918-92.7% | $84,021-90.8% | $152,897-94.9% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.6pp | 82.5%+9.2pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,267 | $4,012+81.1% | $3,239+124.4% | $5,851+24.2% |
| Admin fee / account holder | $18 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |