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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 | $26,249 | $183,988-85.7% | $162,177-83.8% | $152,897-82.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $17,374 | $6,370+172.8% | $5,613+209.5% | $4,764+264.7% |
| Participant deferral / active EE | $22,000 | $8,032+173.9% | $7,297+201.5% | $5,851+276.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |