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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 | $16,079 | $176,120-90.9% | $159,487-89.9% | $167,553-90.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $6,514 | $5,299+22.9% | $4,831+34.8% | $4,840+34.6% |
| Participant deferral / active EE | $9,750 | $7,752+25.8% | $7,354+32.6% | $6,343+53.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |