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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 | $9,635 | $185,312-94.8% | $161,489-94.0% | $154,746-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $4,256 | $4,769-10.8% | $4,268-0.3% | $4,379-2.8% |
| Participant deferral / active EE | $7,749 | $6,350+22.0% | $5,630+37.6% | $6,730+15.1% |
| Admin fee / account holder | $14 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |