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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 | $11,949 | $232,540-94.9% | $185,117-93.5% | $147,586-91.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,732 | $5,195-66.7% | $4,182-58.6% | $4,876-64.5% |
| Participant deferral / active EE | $3,966 | $5,834-32.0% | $5,045-21.4% | $5,439-27.1% |
| Admin fee / account holder | $87 | $10,275-99.2% | $8,159-98.9% | $10,886-99.2% |