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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 | $15,361 | $202,342-92.4% | $172,752-91.1% | $152,897-90.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $10,120 | $5,858+72.8% | $5,144+96.7% | $4,764+112.4% |
| Participant deferral / active EE | $4,977 | $5,948-16.3% | $5,198-4.2% | $5,851-14.9% |
| Admin fee / account holder | $215 | $17,111-98.7% | $13,955-98.5% | $11,599-98.1% |