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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 | $24,633 | $171,867-85.7% | $149,718-83.5% | $147,585-83.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.70%-1501.7pp | 578.57%-578.6pp |
| Employer contribution / active EE | $9,052 | $6,275+44.3% | $5,444+66.3% | $4,876+85.6% |
| Participant deferral / active EE | $15,125 | $7,270+108.0% | $6,568+130.3% | $5,439+178.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |