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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 | $13,863 | $209,425-93.4% | $178,499-92.2% | $158,966-91.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $9,428 | $5,707+65.2% | $5,011+88.1% | $4,762+98.0% |
| Participant deferral / active EE | $4,316 | $5,955-27.5% | $5,202-17.0% | $5,983-27.9% |
| Admin fee / account holder | $16 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |