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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 | $10,495 | $196,972-94.7% | $182,262-94.2% | $198,609-94.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 158.27%-158.3pp | 140.60%-140.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $5,247 | $5,364-2.2% | $5,046+4.0% | $5,055+3.8% |
| Participant deferral / active EE | $5,247 | $8,643-39.3% | $8,276-36.6% | $6,977-24.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |