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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 | $14,676 | $227,597-93.6% | $189,575-92.3% | $167,536-91.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,821 | $5,316-9.3% | $4,412+9.3% | $4,839-0.4% |
| Participant deferral / active EE | $9,703 | $7,002+38.6% | $6,174+57.2% | $6,342+53.0% |
| Admin fee / account holder | $42 | $11,877-99.6% | $9,806-99.6% | $12,315-99.7% |