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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 | $13,600 | $160,059-91.5% | $140,019-90.3% | $135,380-90.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,748 | $6,420-26.0% | $5,605-15.3% | $4,779-0.7% |
| Participant deferral / active EE | $9,888 | $7,641+29.4% | $6,927+42.8% | $5,609+76.3% |
| Admin fee / account holder | $86 | $13,328-99.4% | $10,705-99.2% | $10,828-99.2% |