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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 | $21,316 | $135,645-84.3% | $110,243-80.7% | $135,380-84.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $9,647 | $4,907+96.6% | $3,827+152.1% | $4,779+101.9% |
| Participant deferral / active EE | $12,747 | $5,507+131.5% | $4,672+172.8% | $5,609+127.3% |
| Admin fee / account holder | $154 | $11,458-98.7% | $8,548-98.2% | $10,828-98.6% |