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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 | $21,976 | $160,059-86.3% | $140,019-84.3% | $135,379-83.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,401 | $6,420-47.0% | $5,605-39.3% | $4,779-28.8% |
| Participant deferral / active EE | $3,641 | $7,641-52.3% | $6,927-47.4% | $5,609-35.1% |
| Admin fee / account holder | $50 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |