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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 | $7,718 | $209,840-96.3% | $189,517-95.9% | $167,497-95.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.35%-748.3pp | 555.19%-555.2pp | 478.62%-478.6pp |
| Employer contribution / active EE | $7,718 | $6,914+11.6% | $6,162+25.3% | $4,838+59.5% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |