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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 | $12,389 | $155,833-92.1% | $124,693-90.1% | $167,536-92.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.19%-5144.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,455 | $4,164-17.0% | $3,324+3.9% | $4,839-28.6% |
| Participant deferral / active EE | $13,163 | $5,675+132.0% | $4,615+185.2% | $6,342+107.5% |
| Admin fee / account holder | $240 | $9,534-97.5% | $7,494-96.8% | $12,315-98.1% |