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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 | $15,020 | $166,131-91.0% | $164,975-90.9% | $145,877-89.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,520 | $5,276-33.3% | $4,343-18.9% | $4,663-24.5% |
| Participant deferral / active EE | $11,500 | $6,962+65.2% | $6,033+90.6% | $6,691+71.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |