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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 | $10,297 | $81,643-87.4% | $70,462-85.4% | $158,950-93.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.51%-208.5pp | 109.08%-109.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $3,509 | $3,218+9.0% | $2,737+28.2% | $4,762-26.3% |
| Participant deferral / active EE | $6,261 | $4,555+37.5% | $3,710+68.8% | $5,983+4.6% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |