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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 | $8,465 | $90,606-90.7% | $79,466-89.3% | $135,379-93.7% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,779 | $3,068-42.0% | $2,800-36.5% | $4,779-62.8% |
| Participant deferral / active EE | $2,752 | $4,050-32.1% | $3,704-25.7% | $5,609-50.9% |
| Admin fee / account holder | $12 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |