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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 | $10,771 | $183,978-94.1% | $162,171-93.4% | $152,885-93.0% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.5%-3.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $3,929 | $6,370-38.3% | $5,613-30.0% | $4,763-17.5% |
| Participant deferral / active EE | $4,228 | $8,033-47.4% | $7,297-42.1% | $5,851-27.7% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |