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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 | $10,236 | $226,105-95.5% | $182,540-94.4% | $152,897-93.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,075 | $4,978-58.3% | $4,076-49.1% | $4,764-56.5% |
| Participant deferral / active EE | $7,635 | $6,370+19.9% | $5,525+38.2% | $5,851+30.5% |
| Admin fee / account holder | $14 | $10,706-99.9% | $8,593-99.8% | $11,599-99.9% |