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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 | $7,547 | $176,402-95.7% | $134,155-94.4% | $158,950-95.3% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.34%-36.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,169 | $4,093+26.3% | $3,500+47.7% | $5,983-13.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |