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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 | $12,211 | $227,541-94.6% | $189,544-93.6% | $167,497-92.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.42%-78.4pp | 64.18%-64.2pp | 478.62%-478.6pp |
| Employer contribution / active EE | $4,288 | $5,314-19.3% | $4,411-2.8% | $4,838-11.4% |
| Participant deferral / active EE | $7,603 | $7,002+8.6% | $6,174+23.1% | $6,341+19.9% |
| Admin fee / account holder | $48 | $11,879-99.6% | $9,808-99.5% | $12,310-99.6% |