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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 | $13,046 | $121,677-89.3% | $104,625-87.5% | $158,966-91.8% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,614 | $3,165-49.0% | $2,681-39.8% | $4,762-66.1% |
| Participant deferral / active EE | $4,954 | $4,175+18.6% | $3,738+32.5% | $5,983-17.2% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |