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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 | $14,867 | $226,135-93.4% | $182,558-91.9% | $152,909-90.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,723 | $4,979-45.3% | $4,076-33.2% | $4,764-42.8% |
| Participant deferral / active EE | $11,183 | $6,371+75.6% | $5,526+102.4% | $5,851+91.1% |
| Admin fee / account holder | $20 | $10,707-99.8% | $8,594-99.8% | $11,601-99.8% |