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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 | $8,508 | $106,005-92.0% | $92,239-90.8% | $147,585-94.2% |
| 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 | 578.58%-578.6pp |
| Employer contribution / active EE | $1,799 | $4,333-58.5% | $3,680-51.1% | $4,876-63.1% |
| Participant deferral / active EE | $4,944 | $4,478+10.4% | $3,897+26.9% | $5,439-9.1% |
| Admin fee / account holder | $136 | $6,333-97.8% | $5,194-97.4% | $10,886-98.7% |