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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 | $9,687 | $106,008-90.9% | $92,240-89.5% | $147,586-93.4% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,157 | $4,333-50.2% | $3,680-41.4% | $4,876-55.8% |
| Participant deferral / active EE | $5,793 | $4,478+29.4% | $3,897+48.6% | $5,439+6.5% |
| Admin fee / account holder | $147 | $6,333-97.7% | $5,194-97.2% | $10,886-98.6% |