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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 | $5,048 | $226,105-97.8% | $182,540-97.2% | $152,897-96.7% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.0%-4.3pp | 82.5%-8.8pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,142 | $4,978-57.0% | $4,076-47.5% | $4,764-55.0% |
| Participant deferral / active EE | $2,561 | $6,370-59.8% | $5,525-53.7% | $5,851-56.2% |
| Admin fee / account holder | $227 | $10,706-97.9% | $8,593-97.4% | $11,599-98.0% |