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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 | $8,622 | $157,276-94.5% | $141,177-93.9% | $152,885-94.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $3,834 | $5,262-27.1% | $4,736-19.0% | $4,763-19.5% |
| Participant deferral / active EE | $5,539 | $7,110-22.1% | $6,710-17.5% | $5,851-5.3% |
| Admin fee / account holder | $262 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |