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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 | $26,056 | $183,978-85.8% | $162,171-83.9% | $152,885-83.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $14,214 | $6,370+123.1% | $5,613+153.2% | $4,763+198.4% |
| Participant deferral / active EE | $11,024 | $8,033+37.2% | $7,297+51.1% | $5,851+88.4% |
| Admin fee / account holder | $15 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |