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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 | $10,135 | $94,749-89.3% | $112,899-91.0% | $139,466-92.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 40.92%-40.9pp | 34.11%-34.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,510 | $4,630-67.4% | $4,566-66.9% | $4,754-68.2% |
| Participant deferral / active EE | $9,047 | $6,517+38.8% | $6,516+38.8% | $6,712+34.8% |
| Admin fee / account holder | $16 | $8,530-99.8% | $7,047-99.8% | $11,409-99.9% |