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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 | $17,862 | $99,652-82.1% | $78,778-77.3% | $147,586-87.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,639 | $2,796+101.7% | $1,986+184.0% | $4,876+15.6% |
| Participant deferral / active EE | $8,531 | $3,664+132.9% | $2,958+188.4% | $5,439+56.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |