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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 | $26,738 | $202,345-86.8% | $172,755-84.5% | $152,885-82.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $7,665 | $5,858+30.9% | $5,144+49.0% | $4,763+60.9% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.5% | $5,851+224.7% |
| Admin fee / account holder | $6 | $17,111-100.0% | $13,955-100.0% | $11,598-99.9% |