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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 | $9,874 | $75,935-87.0% | $60,547-83.7% | $125,389-92.1% |
| Participation rate | 89.5% | 76.5%+12.9pp | 68.0%+21.5pp | 83.2%+6.3pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,124 | $3,438+49.0% | $2,419+111.8% | $4,866+5.3% |
| Participant deferral / active EE | $2,337 | $4,506-48.1% | $3,328-29.8% | $5,352-56.3% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |