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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 | $7,083 | $99,652-92.9% | $78,778-91.0% | $147,585-95.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $5,943 | $2,796+112.6% | $1,986+199.3% | $4,876+21.9% |
| Participant deferral / active EE | $1,074 | $3,664-70.7% | $2,958-63.7% | $5,439-80.2% |
| Admin fee / account holder | $5 | $7,155-99.9% | $5,134-99.9% | $10,886-100.0% |