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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 | $21,100 | $209,874-89.9% | $189,537-88.9% | $167,536-87.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,653 | $6,913-76.1% | $6,161-73.2% | $4,839-65.8% |
| Participant deferral / active EE | $17,767 | $8,934+98.9% | $8,220+116.1% | $6,342+180.1% |
| Admin fee / account holder | $59 | $14,299-99.6% | $12,048-99.5% | $12,315-99.5% |