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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 | $8,938 | $138,075-93.5% | $123,552-92.8% | $135,379-93.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $11,282 | $5,152+119.0% | $4,628+143.8% | $4,779+136.1% |
| Participant deferral / active EE | $6,143 | $6,800-9.7% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $9 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |