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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 | $9,730 | $99,031-90.2% | $86,597-88.8% | $147,585-93.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.56%-1312.6pp | 964.96%-965.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,347 | $3,132-57.0% | $2,840-52.6% | $4,876-72.4% |
| Participant deferral / active EE | $7,974 | $3,972+100.7% | $3,609+121.0% | $5,439+46.6% |
| Admin fee / account holder | $11 | $5,711-99.8% | $4,906-99.8% | $10,885-99.9% |