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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 | $11,335 | $184,000-93.8% | $162,185-93.0% | $152,909-92.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,992 | $6,370-53.0% | $5,613-46.7% | $4,764-37.2% |
| Participant deferral / active EE | $10,160 | $8,033+26.5% | $7,297+39.2% | $5,851+73.6% |
| Admin fee / account holder | $90 | $13,124-99.3% | $10,844-99.2% | $11,601-99.2% |