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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 | $22,404 | $209,888-89.3% | $189,545-88.2% | $167,553-86.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $10,363 | $6,915+49.9% | $6,162+68.2% | $4,840+114.1% |
| Participant deferral / active EE | $15,523 | $8,934+73.8% | $8,220+88.8% | $6,343+144.7% |
| Admin fee / account holder | $46 | $14,300-99.7% | $12,049-99.6% | $12,316-99.6% |