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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 | $23,956 | $152,592-84.3% | $125,180-80.9% | $152,885-84.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $5,602 | $4,947+13.3% | $3,866+44.9% | $4,763+17.6% |
| Participant deferral / active EE | $17,114 | $5,868+191.6% | $4,937+246.7% | $5,851+192.5% |
| Admin fee / account holder | $23 | $13,435-99.8% | $9,703-99.8% | $11,598-99.8% |