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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 | $7,504 | $227,633-96.7% | $189,597-96.0% | $167,553-95.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $5,980 | $5,317+12.5% | $4,412+35.5% | $4,840+23.6% |
| Participant deferral / active EE | $3,810 | $7,003-45.6% | $6,174-38.3% | $6,343-39.9% |
| Admin fee / account holder | $35 | $11,879-99.7% | $9,807-99.6% | $12,316-99.7% |