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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 | $5,858 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,636 | $4,636-21.6% | $4,154-12.5% | $4,156-12.5% |
| Participant deferral / active EE | $4,864 | $6,166-21.1% | $5,453-10.8% | $6,407-24.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |