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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 | $18,125 | $185,905-90.3% | $170,057-89.3% | $139,487-87.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $5,416 | $7,597-28.7% | $6,790-20.2% | $4,755+13.9% |
| Participant deferral / active EE | $11,312 | $11,627-2.7% | $10,411+8.7% | $6,713+68.5% |
| Admin fee / account holder | $106 | $15,397-99.3% | $12,826-99.2% | $11,407-99.1% |