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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 | $11,090 | $150,442-92.6% | $136,295-91.9% | $147,585-92.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $1,785 | $5,256-66.0% | $4,695-62.0% | $4,876-63.4% |
| Participant deferral / active EE | $3,353 | $6,630-49.4% | $6,247-46.3% | $5,439-38.3% |
| Admin fee / account holder | $260 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |