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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 | $10,344 | $102,638-89.9% | $81,991-87.4% | $158,966-93.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,661 | $3,241-48.8% | $2,498-33.5% | $4,762-65.1% |
| Participant deferral / active EE | $8,185 | $4,649+76.1% | $3,722+119.9% | $5,983+36.8% |
| Admin fee / account holder | $14 | $8,237-99.8% | $5,665-99.8% | $11,250-99.9% |