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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 | $9,773 | $148,623-93.4% | $135,974-92.8% | $139,466-93.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $4,539 | $5,246-13.5% | $4,859-6.6% | $4,754-4.5% |
| Participant deferral / active EE | $2,799 | $8,103-65.5% | $7,760-63.9% | $6,712-58.3% |
| Admin fee / account holder | $237 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |