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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 | $10,735 | $138,075-92.2% | $123,552-91.3% | $135,379-92.1% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,503 | $5,152-51.4% | $4,628-45.9% | $4,779-47.6% |
| Participant deferral / active EE | $6,065 | $6,800-10.8% | $6,426-5.6% | $5,609+8.1% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |