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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 | $11,973 | $82,630-85.5% | $64,105-81.3% | $125,388-90.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,852 | $2,671-30.7% | $1,820+1.7% | $4,866-61.9% |
| Participant deferral / active EE | $7,306 | $3,608+102.5% | $2,822+158.9% | $5,352+36.5% |
| Admin fee / account holder | $48 | $6,382-99.2% | $4,499-98.9% | $9,541-99.5% |