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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 | $5,900 | $160,028-96.3% | $147,080-96.0% | $145,884-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,855 | $5,286-64.9% | $4,933-62.4% | $4,662-60.2% |
| Participant deferral / active EE | $3,899 | $8,422-53.7% | $8,066-51.7% | $6,690-41.7% |
| Admin fee / account holder | $12 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |