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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 | $7,882 | $138,075-94.3% | $123,552-93.6% | $135,379-94.2% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,050 | $5,152-60.2% | $4,628-55.7% | $4,779-57.1% |
| Participant deferral / active EE | $5,717 | $6,800-15.9% | $6,426-11.0% | $5,609+1.9% |
| Admin fee / account holder | $108 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |