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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 | $8,884 | $227,399-96.1% | $189,758-95.3% | $198,609-95.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 61.03%-61.0pp | 52.62%-52.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $1,629 | $5,526-70.5% | $4,767-65.8% | $5,055-67.8% |
| Participant deferral / active EE | $5,153 | $6,837-24.6% | $5,856-12.0% | $6,977-26.1% |
| Admin fee / account holder | $17 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |