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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 | $7,569 | $138,075-94.5% | $123,552-93.9% | $135,379-94.4% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,567 | $5,152-69.6% | $4,628-66.2% | $4,779-67.2% |
| Participant deferral / active EE | $5,062 | $6,800-25.6% | $6,426-21.2% | $5,609-9.8% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,285-99.7% | $10,828-99.8% |