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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 | $17,373 | $176,120-90.1% | $159,487-89.1% | $167,553-89.6% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $4,460 | $5,299-15.8% | $4,831-7.7% | $4,840-7.8% |
| Participant deferral / active EE | $6,026 | $7,752-22.3% | $7,354-18.1% | $6,343-5.0% |
| Admin fee / account holder | $43 | $12,561-99.7% | $10,804-99.6% | $12,316-99.7% |