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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 | $12,024 | $152,612-92.1% | $125,192-90.4% | $152,897-92.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,169 | $4,947-35.9% | $3,866-18.0% | $4,764-33.5% |
| Participant deferral / active EE | $8,494 | $5,868+44.7% | $4,937+72.0% | $5,851+45.2% |
| Admin fee / account holder | $107 | $13,437-99.2% | $9,704-98.9% | $11,599-99.1% |