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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 | $16,155 | $106,894-84.9% | $84,016-80.8% | $152,870-89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.34%-345.3pp |
| Employer contribution / active EE | $9,845 | $2,734+260.1% | $1,983+396.4% | $4,763+106.7% |
| Participant deferral / active EE | $6,310 | $4,011+57.3% | $3,239+94.8% | $5,850+7.9% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |