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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 | $13,128 | $211,224-93.8% | $178,505-92.6% | $145,897-91.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.28%-30.3pp | 27.16%-27.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $8,718 | $4,577+90.5% | $3,955+120.4% | $4,663+87.0% |
| Participant deferral / active EE | $3,487 | $6,966-49.9% | $6,280-44.5% | $6,689-47.9% |
| Admin fee / account holder | $32 | $12,109-99.7% | $10,428-99.7% | $13,390-99.8% |