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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 | $7,882 | $84,696-90.7% | $75,702-89.6% | $167,497-95.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.8%+18.0pp | 82.1%+10.8pp |
| Annual return | 0.00% | 199.42%-199.4pp | 104.56%-104.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $2,142 | $3,230-33.7% | $2,743-21.9% | $4,838-55.7% |
| Participant deferral / active EE | $5,469 | $4,580+19.4% | $3,822+43.1% | $6,341-13.8% |
| Admin fee / account holder | $3 | $5,356-99.9% | $3,619-99.9% | $12,310-100.0% |