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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 | $17,267 | $165,399-89.6% | $149,745-88.5% | $158,982-89.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,898 | $5,105-23.6% | $4,646-16.1% | $4,763-18.2% |
| Participant deferral / active EE | $15,271 | $7,183+112.6% | $6,843+123.2% | $5,983+155.2% |
| Admin fee / account holder | $112 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |