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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 | $13,091 | $176,077-92.6% | $159,455-91.8% | $167,518-92.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,960 | $5,298-44.1% | $4,830-38.7% | $4,838-38.8% |
| Participant deferral / active EE | $9,866 | $7,751+27.3% | $7,353+34.2% | $6,342+55.6% |
| Admin fee / account holder | $10 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |