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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 | $23,256 | $105,200-77.9% | $159,474-85.4% | $85,847-72.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,649 | $3,319+10.0% | $4,831-24.5% | $2,565+42.2% |
| Participant deferral / active EE | $6,738 | $5,946+13.3% | $7,353-8.4% | $3,952+70.5% |
| Admin fee / account holder | $87 | $6,934-98.8% | $10,802-99.2% | $6,261-98.6% |