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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 | $10,485 | $198,462-94.7% | $170,439-93.8% | $147,585-92.9% |
| Participation rate | 70.6% | 88.0%-17.4pp | 83.6%-13.0pp | 82.8%-12.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,557 | $6,184-74.8% | $5,433-71.3% | $4,876-68.1% |
| Participant deferral / active EE | $6,077 | $5,629+8.0% | $4,939+23.0% | $5,439+11.7% |
| Admin fee / account holder | $44 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |