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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 | $22,141 | $202,342-89.1% | $172,752-87.2% | $152,897-85.5% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.5%-10.2pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,546 | $5,858-73.6% | $5,144-69.9% | $4,764-67.5% |
| Participant deferral / active EE | $4,405 | $5,948-25.9% | $5,198-15.3% | $5,851-24.7% |
| Admin fee / account holder | $235 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |