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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 | $10,402 | $227,597-95.4% | $189,575-94.5% | $167,536-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,769 | $5,316-47.9% | $4,412-37.2% | $4,839-42.8% |
| Participant deferral / active EE | $6,541 | $7,002-6.6% | $6,174+5.9% | $6,342+3.1% |
| Admin fee / account holder | $6 | $11,877-99.9% | $9,806-99.9% | $12,315-100.0% |