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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 | $6,323 | $82,630-92.3% | $64,105-90.1% | $125,393-95.0% |
| Participation rate | 76.9% | 75.9%+1.1pp | 68.2%+8.8pp | 83.2%-6.3pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.23%-282.2pp |
| Employer contribution / active EE | $5,350 | $2,671+100.3% | $1,820+194.0% | $4,866+10.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |