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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 | $10,977 | $106,008-89.6% | $92,240-88.1% | $147,586-92.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,334 | $4,333-46.1% | $3,680-36.6% | $4,876-52.1% |
| Participant deferral / active EE | $9,697 | $4,478+116.5% | $3,897+148.8% | $5,439+78.3% |
| Admin fee / account holder | $25 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |