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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 | $10,296 | $176,105-94.2% | $159,474-93.5% | $167,536-93.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,385 | $5,299-55.0% | $4,831-50.6% | $4,839-50.7% |
| Participant deferral / active EE | $5,835 | $7,751-24.7% | $7,353-20.6% | $6,342-8.0% |
| Admin fee / account holder | $30 | $12,559-99.8% | $10,802-99.7% | $12,315-99.8% |