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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 | $7,681 | $90,607-91.5% | $79,467-90.3% | $135,380-94.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,221 | $3,068-60.2% | $2,800-56.4% | $4,779-74.5% |
| Participant deferral / active EE | $4,860 | $4,050+20.0% | $3,704+31.2% | $5,609-13.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |