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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 | $14,955 | $106,001-85.9% | $92,235-83.8% | $147,585-89.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.56%-578.6pp |
| Employer contribution / active EE | $3,255 | $4,333-24.9% | $3,679-11.5% | $4,876-33.3% |
| Participant deferral / active EE | $11,097 | $4,478+147.8% | $3,897+184.8% | $5,439+104.0% |
| Admin fee / account holder | $110 | $6,332-98.3% | $5,194-97.9% | $10,885-99.0% |