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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 | $7,104 | $106,008-93.3% | $92,240-92.3% | $147,586-95.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,460 | $4,333-43.2% | $3,680-33.1% | $4,876-49.6% |
| Participant deferral / active EE | $5,766 | $4,478+28.8% | $3,897+48.0% | $5,439+6.0% |
| Admin fee / account holder | $147 | $6,333-97.7% | $5,194-97.2% | $10,886-98.7% |