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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 | $5,123 | $197,819-97.4% | $155,789-96.7% | $125,389-95.9% |
| Participation rate | 70.6% | 82.1%-11.5pp | 76.1%-5.5pp | 83.2%-12.6pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,599 | $4,850-67.0% | $3,839-58.3% | $4,866-67.1% |
| Participant deferral / active EE | $2,108 | $5,631-62.6% | $4,798-56.1% | $5,352-60.6% |
| Admin fee / account holder | $35 | $9,544-99.6% | $7,477-99.5% | $9,541-99.6% |