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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 | $4,142 | $105,145-96.1% | $94,664-95.6% | $139,466-97.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $6,880 | $4,107+67.5% | $3,673+87.3% | $4,754+44.7% |
| Participant deferral / active EE | $7,372 | $7,599-3.0% | $7,417-0.6% | $6,712+9.8% |
| Admin fee / account holder | $154 | $8,972-98.3% | $7,222-97.9% | $11,409-98.7% |