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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 | $17,520 | $138,072-87.3% | $123,549-85.8% | $135,382-87.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,774 | $5,152-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $7,422 | $6,799+9.2% | $6,426+15.5% | $5,609+32.3% |
| Admin fee / account holder | $157 | $10,917-98.6% | $9,284-98.3% | $10,829-98.6% |