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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 | $8,751 | $60,119-85.4% | $90,430-90.3% | $79,858-89.0% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,764 | $2,068+33.7% | $3,262-15.3% | $2,471+11.9% |
| Participant deferral / active EE | $5,519 | $2,938+87.9% | $3,963+39.3% | $3,740+47.6% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |