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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 | $9,987 | $84,708-88.2% | $75,714-86.8% | $167,536-94.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,279 | $3,231-29.5% | $2,744-16.9% | $4,839-52.9% |
| Participant deferral / active EE | $6,145 | $4,577+34.2% | $3,820+60.8% | $6,342-3.1% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |