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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 | $11,318 | $85,766-86.8% | $136,298-91.7% | $70,126-83.9% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $5,772 | $2,966+94.6% | $4,696+22.9% | $2,343+146.4% |
| Participant deferral / active EE | $5,824 | $5,051+15.3% | $6,247-6.8% | $3,332+74.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |