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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 | $7,241 | $106,003-93.2% | $92,236-92.1% | $147,585-95.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,891 | $4,333-56.4% | $3,679-48.6% | $4,876-61.2% |
| Participant deferral / active EE | $4,072 | $4,478-9.1% | $3,897+4.5% | $5,439-25.1% |
| Admin fee / account holder | $115 | $6,333-98.2% | $5,194-97.8% | $10,885-98.9% |