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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 | $11,934 | $157,270-92.4% | $141,173-91.5% | $152,870-92.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,990 | $5,261-62.2% | $4,735-58.0% | $4,763-58.2% |
| Participant deferral / active EE | $13,693 | $7,110+92.6% | $6,710+104.1% | $5,850+134.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |