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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 | $10,152 | $162,781-93.8% | $133,956-92.4% | $158,931-93.6% |
| 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 | 302.86%-302.9pp |
| Employer contribution / active EE | $2,491 | $4,975-49.9% | $3,919-36.4% | $4,761-47.7% |
| Participant deferral / active EE | $7,660 | $5,911+29.6% | $5,048+51.8% | $5,982+28.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |