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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 | $12,936 | $118,877-89.1% | $96,570-86.6% | $167,536-92.3% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $10,714 | $3,121+243.3% | $2,357+354.5% | $4,839+121.4% |
| Participant deferral / active EE | $1,373 | $4,617-70.3% | $3,849-64.3% | $6,342-78.4% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |