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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 | $9,511 | $104,953-90.9% | $84,637-88.8% | $152,909-93.8% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,836 | $3,304-44.4% | $2,653-30.8% | $4,764-61.5% |
| Participant deferral / active EE | $5,223 | $4,691+11.3% | $3,900+33.9% | $5,851-10.7% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |