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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 | $16,472 | $209,888-92.2% | $189,545-91.3% | $167,553-90.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $13,328 | $8,934+49.2% | $8,220+62.1% | $6,343+110.1% |
| Admin fee / account holder | $2 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |