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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 | $8,957 | $106,923-91.6% | $84,023-89.3% | $152,909-94.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,110 | $2,735+13.7% | $1,984+56.7% | $4,764-34.7% |
| Participant deferral / active EE | $9,614 | $4,013+139.6% | $3,239+196.8% | $5,851+64.3% |
| Admin fee / account holder | $258 | $8,289-96.9% | $6,102-95.8% | $11,601-97.8% |