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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 | $22,243 | $198,457-88.8% | $170,435-86.9% | $147,586-84.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $15,241 | $6,183+146.5% | $5,432+180.6% | $4,876+212.5% |
| Participant deferral / active EE | $6,941 | $5,629+23.3% | $4,939+40.5% | $5,439+27.6% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |