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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 | $7,977 | $185,856-95.7% | $170,028-95.3% | $139,456-94.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,043 | $7,593-73.1% | $6,788-69.9% | $4,753-57.0% |
| Participant deferral / active EE | $6,291 | $11,623-45.9% | $10,409-39.6% | $6,711-6.3% |
| Admin fee / account holder | $18 | $15,387-99.9% | $12,820-99.9% | $11,407-99.8% |