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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 | $162,136-93.5% | $152,301-93.1% | $154,746-93.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $5,247 | $4,890+7.3% | $4,624+13.5% | $4,379+19.8% |
| Participant deferral / active EE | $5,247 | $8,341-37.1% | $8,004-34.4% | $6,730-22.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |