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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 | $22,000 | $217,427-89.9% | $185,837-88.2% | $167,518-86.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $10,646 | $5,874+81.2% | $5,168+106.0% | $4,838+120.0% |
| Participant deferral / active EE | $11,375 | $6,357+78.9% | $5,568+104.3% | $6,342+79.4% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |