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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 | $11,989 | $107,941-88.9% | $91,994-87.0% | $152,897-92.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $7,513 | $4,212+78.4% | $3,453+117.6% | $4,764+57.7% |
| Participant deferral / active EE | $5,147 | $6,366-19.1% | $5,924-13.1% | $5,851-12.0% |
| Admin fee / account holder | $58 | $10,521-99.5% | $7,744-99.3% | $11,599-99.5% |