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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 | $28,343 | $209,888-86.5% | $189,545-85.0% | $167,553-83.1% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $13,963 | $6,915+101.9% | $6,162+126.6% | $4,840+188.5% |
| Participant deferral / active EE | $7,019 | $8,934-21.4% | $8,220-14.6% | $6,343+10.7% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |