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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 | $18,900 | $160,059-88.2% | $140,019-86.5% | $135,380-86.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,607 | $6,420-12.7% | $5,6050% | $4,779+17.3% |
| Participant deferral / active EE | $9,175 | $7,641+20.1% | $6,927+32.5% | $5,609+63.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |