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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 | $8,237 | $121,656-93.2% | $104,614-92.1% | $158,950-94.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $7,318 | $3,164+131.3% | $2,681+172.9% | $4,762+53.7% |
| Participant deferral / active EE | $821 | $4,177-80.4% | $3,739-78.1% | $5,983-86.3% |
| Admin fee / account holder | $8 | $7,775-99.9% | $6,464-99.9% | $11,248-99.9% |