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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 | $9,322 | $85,766-89.1% | $136,298-93.2% | $70,126-86.7% |
| Participation rate | 86.8% | 74.2%+12.6pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $8,088 | $2,966+172.7% | $4,696+72.2% | $2,343+245.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |