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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 | $8,154 | $108,695-92.5% | $74,722-89.1% | $152,897-94.7% |
| Participation rate | 71.4% | 65.4%+6.1pp | 54.5%+17.0pp | 82.5%-11.0pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,168 | $1,504-22.4% | $1,084+7.7% | $4,764-75.5% |
| Participant deferral / active EE | $4,320 | $2,712+59.3% | $1,963+120.0% | $5,851-26.2% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |