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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 | $16,125 | $171,867-90.6% | $149,721-89.2% | $147,586-89.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $9,394 | $6,275+49.7% | $5,444+72.6% | $4,876+92.7% |
| Participant deferral / active EE | $6,730 | $7,270-7.4% | $6,568+2.5% | $5,439+23.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |