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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 | $9,791 | $183,988-94.7% | $162,177-94.0% | $152,897-93.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,983 | $6,370-37.5% | $5,613-29.0% | $4,764-16.4% |
| Participant deferral / active EE | $5,330 | $8,032-33.6% | $7,297-26.9% | $5,851-8.9% |
| Admin fee / account holder | $23 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |