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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 | $16,264 | $175,212-90.7% | $149,682-89.1% | $139,427-88.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $4,452 | $5,475-18.7% | $4,818-7.6% | $4,752-6.3% |
| Participant deferral / active EE | $11,279 | $6,520+73.0% | $5,681+98.5% | $6,711+68.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |