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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 | $14,368 | $138,078-89.6% | $125,363-88.5% | $134,509-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $6,057 | $5,245+15.5% | $4,815+25.8% | $4,741+27.8% |
| Participant deferral / active EE | $11,185 | $7,800+43.4% | $7,447+50.2% | $6,400+74.7% |
| Admin fee / account holder | $24 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |