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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 | $15,136 | $82,630-81.7% | $64,105-76.4% | $125,389-87.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $7,591 | $2,671+184.2% | $1,820+317.1% | $4,866+56.0% |
| Participant deferral / active EE | $7,673 | $3,608+112.6% | $2,822+171.9% | $5,352+43.4% |
| Admin fee / account holder | $38 | $6,382-99.4% | $4,499-99.2% | $9,541-99.6% |