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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 | $19,562 | $226,135-91.3% | $182,558-89.3% | $152,909-87.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $16,886 | $4,979+239.1% | $4,076+314.3% | $4,764+254.5% |
| Participant deferral / active EE | $10,202 | $6,371+60.2% | $5,526+84.6% | $5,851+74.4% |
| Admin fee / account holder | $10 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |