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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 | $5,435 | $93,345-94.2% | $119,126-95.4% | $87,485-93.8% |
| Participation rate | 93.8% | 68.7%+25.1pp | 75.8%+18.1pp | 68.9%+24.9pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $5,155 | $3,172+62.5% | $4,034+27.8% | $2,596+98.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |