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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 | $13,522 | $97,732-86.2% | $83,831-83.9% | $135,380-90.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,384 | $4,222-43.5% | $3,631-34.3% | $4,779-50.1% |
| Participant deferral / active EE | $12,222 | $4,683+161.0% | $4,082+199.4% | $5,609+117.9% |
| Admin fee / account holder | $10 | $6,675-99.9% | $5,479-99.8% | $10,828-99.9% |