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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 | $19,385 | $157,304-87.7% | $141,197-86.3% | $152,909-87.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $5,585 | $5,263+6.1% | $4,736+17.9% | $4,764+17.2% |
| Participant deferral / active EE | $13,800 | $7,111+94.1% | $6,710+105.7% | $5,851+135.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |