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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 | $16,708 | $138,072-87.9% | $123,549-86.5% | $135,382-87.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $8,965 | $5,152+74.0% | $4,628+93.7% | $4,779+87.6% |
| Participant deferral / active EE | $10,367 | $6,799+52.5% | $6,426+61.3% | $5,609+84.8% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |