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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 | $8,642 | $99,652-91.3% | $78,778-89.0% | $147,586-94.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,607 | $2,796-42.5% | $1,986-19.1% | $4,876-67.0% |
| Participant deferral / active EE | $2,238 | $3,664-38.9% | $2,958-24.4% | $5,439-58.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |