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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 | $13,463 | $106,005-87.3% | $92,239-85.4% | $147,585-90.9% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $8,578 | $4,333+98.0% | $3,680+133.1% | $4,876+75.9% |
| Participant deferral / active EE | $3,389 | $4,478-24.3% | $3,897-13.0% | $5,439-37.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |