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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 | $7,807 | $97,732-92.0% | $83,831-90.7% | $135,380-94.2% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $9,601 | $4,222+127.4% | $3,631+164.4% | $4,779+100.9% |
| Participant deferral / active EE | $2,845 | $4,683-39.2% | $4,082-30.3% | $5,609-49.3% |
| Admin fee / account holder | $1 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |