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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 | $8,342 | $232,540-96.4% | $185,117-95.5% | $147,585-94.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.57%-578.6pp |
| Employer contribution / active EE | $2,945 | $5,195-43.3% | $4,182-29.6% | $4,876-39.6% |
| Participant deferral / active EE | $6,193 | $5,834+6.2% | $5,045+22.8% | $5,439+13.9% |
| Admin fee / account holder | $16 | $10,275-99.8% | $8,159-99.8% | $10,885-99.9% |