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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 | $6,946 | $92,766-92.5% | $82,763-91.6% | $134,545-94.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,331 | $3,273-28.8% | $3,008-22.5% | $4,742-50.8% |
| Participant deferral / active EE | $3,563 | $4,802-25.8% | $4,395-18.9% | $6,401-44.3% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |