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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 | $11,242 | $159,978-93.0% | $147,041-92.4% | $145,978-92.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,279 | $5,288-75.8% | $4,935-74.1% | $4,662-72.6% |
| Participant deferral / active EE | $7,281 | $8,429-13.6% | $8,071-9.8% | $6,690+8.8% |
| Admin fee / account holder | $4 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |