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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 | $9,439 | $183,988-94.9% | $162,177-94.2% | $152,897-93.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.5%-9.7pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,895 | $6,370-54.6% | $5,613-48.4% | $4,764-39.2% |
| Participant deferral / active EE | $4,525 | $8,032-43.7% | $7,297-38.0% | $5,851-22.7% |
| Admin fee / account holder | $23 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |