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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 | $12,290 | $107,941-88.6% | $91,994-86.6% | $152,909-92.0% |
| Participation rate | 78.6% | 81.2%-2.6pp | 78.6%-0.1pp | 82.5%-3.9pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,122 | $4,212-49.6% | $3,453-38.5% | $4,764-55.5% |
| Participant deferral / active EE | $4,833 | $6,366-24.1% | $5,924-18.4% | $5,851-17.4% |
| Admin fee / account holder | $80 | $10,521-99.2% | $7,744-99.0% | $11,601-99.3% |