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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 | $19,641 | $176,120-88.8% | $159,487-87.7% | $167,553-88.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $5,134 | $5,299-3.1% | $4,831+6.3% | $4,840+6.1% |
| Participant deferral / active EE | $13,749 | $7,752+77.4% | $7,354+87.0% | $6,343+116.8% |
| Admin fee / account holder | $28 | $12,561-99.8% | $10,804-99.7% | $12,316-99.8% |