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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 | $22,623 | $202,326-88.8% | $172,745-86.9% | $152,870-85.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.72%-1029.7pp | 802.90%-802.9pp | 345.34%-345.3pp |
| Employer contribution / active EE | $11,283 | $5,858+92.6% | $5,144+119.3% | $4,763+136.9% |
| Participant deferral / active EE | $6,437 | $5,948+8.2% | $5,197+23.8% | $5,850+10.0% |
| Admin fee / account holder | $169 | $17,110-99.0% | $13,954-98.8% | $11,597-98.5% |