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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 | $7,286 | $138,076-94.7% | $123,553-94.1% | $135,380-94.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,401 | $5,152-53.4% | $4,628-48.1% | $4,779-49.8% |
| Participant deferral / active EE | $5,330 | $6,800-21.6% | $6,426-17.1% | $5,609-5.0% |
| Admin fee / account holder | $82 | $10,917-99.3% | $9,284-99.1% | $10,828-99.2% |