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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 | $11,598 | $227,566-94.9% | $189,558-93.9% | $167,518-93.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,460 | $5,316-72.5% | $4,412-66.9% | $4,838-69.8% |
| Participant deferral / active EE | $9,902 | $7,002+41.4% | $6,174+60.4% | $6,342+56.1% |
| Admin fee / account holder | $2 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |