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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 | $6,995 | $180,466-96.1% | $154,114-95.5% | $135,382-94.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,585 | $6,035-73.7% | $5,298-70.1% | $4,779-66.8% |
| Participant deferral / active EE | $6,329 | $5,806+9.0% | $5,081+24.6% | $5,609+12.8% |
| Admin fee / account holder | $20 | $16,144-99.9% | $13,411-99.8% | $10,829-99.8% |