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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 | $29,321 | $183,978-84.1% | $162,171-81.9% | $152,885-80.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $17,999 | $6,370+182.6% | $5,613+220.7% | $4,763+277.9% |
| Participant deferral / active EE | $10,923 | $8,033+36.0% | $7,297+49.7% | $5,851+86.7% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |