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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 | $10,192 | $95,406-89.3% | $185,849-94.5% | $85,847-88.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $6,158 | $3,314+85.8% | $5,169+19.1% | $2,565+140.1% |
| Participant deferral / active EE | $4,023 | $3,424+17.5% | $5,569-27.8% | $3,952+1.8% |
| Admin fee / account holder | $21 | $7,214-99.7% | $16,244-99.9% | $6,261-99.7% |