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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 | $14,848 | $197,625-92.5% | $177,840-91.7% | $158,966-90.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,597 | $6,698-76.2% | $5,919-73.0% | $4,762-66.5% |
| Participant deferral / active EE | $13,218 | $8,405+57.3% | $7,714+71.4% | $5,983+120.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |