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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 | $19,237 | $157,270-87.8% | $141,173-86.4% | $152,870-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.34%-345.3pp |
| Employer contribution / active EE | $18,835 | $5,261+258.0% | $4,735+297.8% | $4,763+295.5% |
| Participant deferral / active EE | $19,000 | $7,110+167.2% | $6,710+183.2% | $5,850+224.8% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |