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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 | $5,682 | $96,691-94.1% | $86,656-93.4% | $139,487-95.9% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,469 | $3,267-55.0% | $3,025-51.5% | $4,755-69.1% |
| Participant deferral / active EE | $2,165 | $4,838-55.3% | $4,439-51.2% | $6,713-67.8% |
| Admin fee / account holder | $4 | $6,414-99.9% | $5,619-99.9% | $11,407-100.0% |