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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 | $28,522 | $162,785-82.5% | $133,959-78.7% | $158,950-82.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $6,759 | $4,975+35.8% | $3,919+72.5% | $4,762+41.9% |
| Participant deferral / active EE | $18,246 | $5,910+208.7% | $5,047+261.5% | $5,983+205.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |