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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 | $14,867 | $165,361-91.0% | $149,715-90.1% | $158,950-90.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,567 | $5,103-69.3% | $4,645-66.3% | $4,762-67.1% |
| Participant deferral / active EE | $11,246 | $7,182+56.6% | $6,842+64.4% | $5,983+88.0% |
| Admin fee / account holder | $31 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |