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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 | $11,744 | $138,076-91.5% | $123,553-90.5% | $135,380-91.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,981 | $5,152-42.1% | $4,628-35.6% | $4,779-37.6% |
| Participant deferral / active EE | $9,742 | $6,800+43.3% | $6,426+51.6% | $5,609+73.7% |
| Admin fee / account holder | $76 | $10,917-99.3% | $9,284-99.2% | $10,828-99.3% |