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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 | $10,324 | $226,046-95.4% | $182,508-94.3% | $152,870-93.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 192.52%-192.5pp | 148.54%-148.5pp | 345.34%-345.3pp |
| Employer contribution / active EE | $2,855 | $4,977-42.6% | $4,075-29.9% | $4,763-40.1% |
| Participant deferral / active EE | $8,574 | $6,368+34.6% | $5,525+55.2% | $5,850+46.5% |
| Admin fee / account holder | $107 | $10,704-99.0% | $8,592-98.8% | $11,597-99.1% |