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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 | $16,350 | $209,422-92.2% | $178,503-90.8% | $158,982-89.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $13,528 | $5,707+137.0% | $5,011+170.0% | $4,763+184.0% |
| Participant deferral / active EE | $7,502 | $5,955+26.0% | $5,202+44.2% | $5,983+25.4% |
| Admin fee / account holder | $106 | $17,079-99.4% | $13,987-99.2% | $11,252-99.1% |