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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 | $16,130 | $165,399-90.2% | $149,745-89.2% | $158,982-89.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $7,407 | $5,105+45.1% | $4,646+59.4% | $4,763+55.5% |
| Participant deferral / active EE | $8,002 | $7,183+11.4% | $6,843+16.9% | $5,983+33.7% |
| Admin fee / account holder | $53 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |