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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 | $7,474 | $97,761-92.4% | $83,850-91.1% | $135,382-94.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,713 | $4,222-59.4% | $3,631-52.8% | $4,779-64.1% |
| Participant deferral / active EE | $4,266 | $4,682-8.9% | $4,082+4.5% | $5,609-23.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |