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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 | $18,840 | $150,447-87.5% | $136,298-86.2% | $147,586-87.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $10,109 | $5,256+92.3% | $4,696+115.3% | $4,876+107.3% |
| Participant deferral / active EE | $8,233 | $6,631+24.2% | $6,247+31.8% | $5,439+51.4% |
| Admin fee / account holder | $45 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |