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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 | $7,577 | $107,015-92.9% | $73,545-89.7% | $147,585-94.9% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,819 | $2,462+136.4% | $1,806+222.2% | $5,439+7.0% |
| Admin fee / account holder | $20 | $3,055-99.3% | $2,320-99.1% | $10,885-99.8% |