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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 | $9,979 | $159,978-93.8% | $147,041-93.2% | $145,978-93.2% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,017 | $5,288-61.9% | $4,935-59.1% | $4,662-56.7% |
| Participant deferral / active EE | $5,471 | $8,429-35.1% | $8,071-32.2% | $6,690-18.2% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |