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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 | $10,963 | $138,075-92.1% | $123,552-91.1% | $135,379-91.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,838 | $5,152-44.9% | $4,628-38.7% | $4,779-40.6% |
| Participant deferral / active EE | $9,063 | $6,800+33.3% | $6,426+41.0% | $5,609+61.6% |
| Admin fee / account holder | $126 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |