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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 | $21,964 | $160,059-86.3% | $140,019-84.3% | $135,379-83.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $10,072 | $6,420+56.9% | $5,605+79.7% | $4,779+110.8% |
| Participant deferral / active EE | $12,386 | $7,641+62.1% | $6,927+78.8% | $5,609+120.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |