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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 | $16,550 | $160,059-89.7% | $140,019-88.2% | $135,380-87.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $7,267 | $6,420+13.2% | $5,605+29.6% | $4,779+52.1% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |