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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 | $9,788 | $73,546-86.7% | $63,018-84.5% | $147,586-93.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $6,474 | $3,324+94.8% | $2,761+134.5% | $4,876+32.8% |
| Participant deferral / active EE | $3,033 | $4,185-27.5% | $3,330-8.9% | $5,439-44.2% |
| Admin fee / account holder | $6 | $5,956-99.9% | $3,601-99.8% | $10,886-99.9% |