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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 | $7,588 | $48,274-84.3% | $63,244-88.0% | $59,633-87.3% |
| Participation rate | 96.7% | 66.3%+30.3pp | 71.0%+25.6pp | 68.7%+28.0pp |
| Annual return | 0.00% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $7,333 | $1,586+362.3% | $2,322+215.8% | $2,203+232.9% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |