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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 | $16,197 | $157,304-89.7% | $141,197-88.5% | $152,909-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $10,701 | $5,263+103.3% | $4,736+125.9% | $4,764+124.6% |
| Participant deferral / active EE | $5,183 | $7,111-27.1% | $6,710-22.8% | $5,851-11.4% |
| Admin fee / account holder | $296 | $12,126-97.6% | $10,265-97.1% | $11,601-97.4% |