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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 | $7,950 | $198,470-96.0% | $170,444-95.3% | $147,585-94.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.56%-578.6pp |
| Employer contribution / active EE | $7,102 | $6,184+14.9% | $5,433+30.7% | $4,876+45.6% |
| Participant deferral / active EE | $3,046 | $5,629-45.9% | $4,939-38.3% | $5,439-44.0% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,881-99.9% | $10,885-99.9% |