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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 | $84,741-90.7% | $75,731-89.6% | $167,553-95.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.8%+18.0pp | 82.1%+10.7pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,142 | $3,230-33.7% | $2,743-21.9% | $4,840-55.7% |
| Participant deferral / active EE | $5,469 | $4,577+19.5% | $3,820+43.2% | $6,343-13.8% |
| Admin fee / account holder | $3 | $5,361-99.9% | $3,620-99.9% | $12,316-100.0% |