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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 | $8,690 | $60,139-85.6% | $90,461-90.4% | $79,856-89.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $5,024 | $2,069+142.8% | $3,264+53.9% | $2,471+103.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $238 | $3,978-94.0% | $5,617-95.8% | $5,306-95.5% |