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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 | $6,870 | $138,075-95.0% | $123,552-94.4% | $135,379-94.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,453 | $5,152-71.8% | $4,628-68.6% | $4,779-69.6% |
| Participant deferral / active EE | $2,431 | $6,800-64.2% | $6,426-62.2% | $5,609-56.7% |
| Admin fee / account holder | $17 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |