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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 | $6,827 | $103,000-93.4% | $90,300-92.4% | $152,885-95.5% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,343 | $3,138-57.2% | $2,854-52.9% | $4,763-71.8% |
| Participant deferral / active EE | $3,412 | $4,281-20.3% | $3,884-12.2% | $5,851-41.7% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |