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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 | $24,726 | $202,342-87.8% | $172,752-85.7% | $152,897-83.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,872 | $5,858-51.0% | $5,144-44.2% | $4,764-39.7% |
| Participant deferral / active EE | $9,185 | $5,948+54.4% | $5,198+76.7% | $5,851+57.0% |
| Admin fee / account holder | $238 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |