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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 | $14,687 | $198,457-92.6% | $170,435-91.4% | $147,586-90.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $9,883 | $6,183+59.8% | $5,432+81.9% | $4,876+102.7% |
| Participant deferral / active EE | $3,287 | $5,629-41.6% | $4,939-33.5% | $5,439-39.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |