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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 | $9,948 | $150,447-93.4% | $136,298-92.7% | $147,586-93.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,280 | $5,256-37.6% | $4,696-30.1% | $4,876-32.7% |
| Participant deferral / active EE | $8,843 | $6,631+33.4% | $6,247+41.6% | $5,439+62.6% |
| Admin fee / account holder | $97 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |