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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 | $8,932 | $226,135-96.1% | $182,558-95.1% | $152,909-94.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,463 | $4,979-50.5% | $4,076-39.6% | $4,764-48.3% |
| Participant deferral / active EE | $5,163 | $6,371-19.0% | $5,526-6.6% | $5,851-11.8% |
| Admin fee / account holder | $10 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |