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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 | $11,495 | $160,040-92.8% | $147,096-92.2% | $145,877-92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,508 | $5,289-52.6% | $4,936-49.2% | $4,663-46.2% |
| Participant deferral / active EE | $8,808 | $8,429+4.5% | $8,071+9.1% | $6,691+31.6% |
| Admin fee / account holder | $52 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |