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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 | $7,044 | $104,544-93.3% | $76,657-90.8% | $152,897-95.4% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.2pp | 82.5%+0.9pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,277 | $3,118-27.0% | $2,303-1.1% | $4,764-52.2% |
| Participant deferral / active EE | $3,947 | $4,236-6.8% | $3,335+18.3% | $5,851-32.5% |
| Admin fee / account holder | $220 | $12,286-98.2% | $6,423-96.6% | $11,599-98.1% |