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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 | $13,406 | $227,597-94.1% | $189,575-92.9% | $167,536-92.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $5,537 | $5,316+4.2% | $4,412+25.5% | $4,839+14.4% |
| Participant deferral / active EE | $7,603 | $7,002+8.6% | $6,174+23.2% | $6,342+19.9% |
| Admin fee / account holder | $107 | $11,877-99.1% | $9,806-98.9% | $12,315-99.1% |