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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 | $8,411 | $156,398-94.6% | $147,318-94.3% | $138,895-93.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $3,190 | $4,853-34.3% | $4,593-30.5% | $4,194-23.9% |
| Participant deferral / active EE | $5,596 | $8,237-32.1% | $7,906-29.2% | $6,396-12.5% |
| Admin fee / account holder | $25 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |