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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 | $15,272 | $107,363-85.8% | $92,909-83.6% | $152,897-90.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,194 | $4,222-71.7% | $3,653-67.3% | $4,764-74.9% |
| Participant deferral / active EE | $10,059 | $4,848+107.5% | $4,238+137.4% | $5,851+71.9% |
| Admin fee / account holder | $21 | $7,082-99.7% | $5,795-99.6% | $11,599-99.8% |