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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 | $7,420 | $89,370-91.7% | $141,197-94.7% | $72,976-89.8% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $706 | $3,115-77.3% | $4,736-85.1% | $2,440-71.1% |
| Participant deferral / active EE | $5,132 | $5,419-5.3% | $6,710-23.5% | $3,608+42.3% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |