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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 | $11,103 | $160,059-93.1% | $140,019-92.1% | $135,380-91.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,190 | $6,420-50.3% | $5,605-43.1% | $4,779-33.3% |
| Participant deferral / active EE | $9,402 | $7,641+23.1% | $6,927+35.7% | $5,609+67.6% |
| Admin fee / account holder | $200 | $13,328-98.5% | $10,705-98.1% | $10,828-98.2% |