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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 | $20,623 | $202,342-89.8% | $172,752-88.1% | $152,897-86.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $9,614 | $5,858+64.1% | $5,144+86.9% | $4,764+101.8% |
| Participant deferral / active EE | $4,571 | $5,948-23.2% | $5,198-12.1% | $5,851-21.9% |
| Admin fee / account holder | $100 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |