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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 | $8,735 | $160,040-94.5% | $147,096-94.1% | $145,877-94.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,802 | $5,289-65.9% | $4,936-63.5% | $4,663-61.4% |
| Participant deferral / active EE | $3,889 | $8,429-53.9% | $8,071-51.8% | $6,691-41.9% |
| Admin fee / account holder | $9 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |