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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 | $16,596 | $144,124-88.5% | $117,857-85.9% | $147,585-88.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 0.00% | 531.17%-531.2pp | 335.09%-335.1pp | 578.57%-578.6pp |
| Employer contribution / active EE | $3,046 | $4,897-37.8% | $3,786-19.5% | $4,876-37.5% |
| Participant deferral / active EE | $10,037 | $5,316+88.8% | $4,482+123.9% | $5,439+84.5% |
| Admin fee / account holder | $25 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |