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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 | $10,534 | $102,638-89.7% | $81,982-87.2% | $158,982-93.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,865 | $3,241+19.3% | $2,498+54.7% | $4,763-18.8% |
| Participant deferral / active EE | $6,052 | $4,649+30.2% | $3,722+62.6% | $5,983+1.1% |
| Admin fee / account holder | $4 | $8,237-99.9% | $5,665-99.9% | $11,252-100.0% |