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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 | $6,313 | $107,353-94.1% | $92,903-93.2% | $152,885-95.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,326 | $4,222-44.9% | $3,653-36.3% | $4,763-51.2% |
| Participant deferral / active EE | $2,920 | $4,848-39.8% | $4,238-31.1% | $5,851-50.1% |
| Admin fee / account holder | $61 | $7,081-99.1% | $5,795-98.9% | $11,598-99.5% |