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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 | $24,475 | $185,856-86.8% | $170,028-85.6% | $139,456-82.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,621 | $7,593-52.3% | $6,788-46.6% | $4,753-23.8% |
| Participant deferral / active EE | $18,755 | $11,623+61.4% | $10,409+80.2% | $6,711+179.4% |
| Admin fee / account holder | $15 | $15,387-99.9% | $12,820-99.9% | $11,407-99.9% |