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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 | $9,001 | $176,077-94.9% | $159,455-94.4% | $167,518-94.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,349 | $5,298-55.7% | $4,830-51.4% | $4,838-51.5% |
| Participant deferral / active EE | $5,450 | $7,751-29.7% | $7,353-25.9% | $6,342-14.1% |
| Admin fee / account holder | $73 | $12,556-99.4% | $10,800-99.3% | $12,312-99.4% |