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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 | $5,287 | $160,070-96.7% | $147,117-96.4% | $145,897-96.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,074 | $5,285-60.7% | $4,932-57.9% | $4,663-55.5% |
| Participant deferral / active EE | $3,248 | $8,419-61.4% | $8,065-59.7% | $6,689-51.4% |
| Admin fee / account holder | $35 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |