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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 | $8,958 | $197,819-95.5% | $155,789-94.3% | $125,389-92.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,257 | $4,850-12.2% | $3,839+10.9% | $4,866-12.5% |
| Participant deferral / active EE | $6,281 | $5,631+11.5% | $4,798+30.9% | $5,352+17.4% |
| Admin fee / account holder | $10 | $9,544-99.9% | $7,477-99.9% | $9,541-99.9% |