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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 | $16,561 | $175,257-90.6% | $149,717-88.9% | $139,456-88.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $8,807 | $5,477+60.8% | $4,820+82.7% | $4,753+85.3% |
| Participant deferral / active EE | $7,662 | $6,521+17.5% | $5,682+34.9% | $6,711+14.2% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |