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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 | $14,061 | $209,425-93.3% | $178,499-92.1% | $158,966-91.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,168 | $5,707-62.0% | $5,011-56.7% | $4,762-54.5% |
| Participant deferral / active EE | $6,290 | $5,955+5.6% | $5,202+20.9% | $5,983+5.1% |
| Admin fee / account holder | $138 | $17,078-99.2% | $13,986-99.0% | $11,250-98.8% |