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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 | $18,681 | $144,130-87.0% | $117,860-84.1% | $147,585-87.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $11,914 | $4,897+143.3% | $3,786+214.7% | $4,876+144.3% |
| Participant deferral / active EE | $3,316 | $5,316-37.6% | $4,482-26.0% | $5,439-39.0% |
| Admin fee / account holder | $146 | $10,887-98.7% | $8,021-98.2% | $10,886-98.7% |