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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 | $6,737 | $176,071-96.2% | $159,450-95.8% | $167,497-96.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.79%-331.8pp | 263.60%-263.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $13,950 | $5,298+163.3% | $4,830+188.8% | $4,838+188.3% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |