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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 | $11,436 | $115,814-90.1% | $101,275-88.7% | $158,982-92.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $5,802 | $4,176+38.9% | $3,660+58.5% | $4,763+21.8% |
| Participant deferral / active EE | $5,837 | $4,958+17.7% | $4,371+33.5% | $5,983-2.5% |
| Admin fee / account holder | $45 | $7,249-99.4% | $5,948-99.3% | $11,252-99.6% |