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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 | $11,650 | $124,187-90.6% | $108,410-89.3% | $167,518-93.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 1379.80%-1379.8pp | 905.34%-905.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $991 | $4,187-76.3% | $3,558-72.1% | $4,838-79.5% |
| Participant deferral / active EE | $8,244 | $6,908+19.3% | $6,562+25.6% | $6,342+30.0% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |