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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 | $8,672 | $114,093-92.4% | $96,171-91.0% | $167,536-94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,428 | $3,429-29.2% | $2,799-13.2% | $4,839-49.8% |
| Participant deferral / active EE | $9,875 | $5,197+90.0% | $4,350+127.0% | $6,342+55.7% |
| Admin fee / account holder | $10 | $6,899-99.9% | $5,538-99.8% | $12,315-99.9% |