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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 | $11,422 | $96,524-88.2% | $75,900-85.0% | $152,909-92.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $8,828 | $3,311+166.6% | $2,501+252.9% | $4,764+85.3% |
| Participant deferral / active EE | $5,201 | $4,554+14.2% | $3,604+44.3% | $5,851-11.1% |
| Admin fee / account holder | $7 | $8,082-99.9% | $5,421-99.9% | $11,601-99.9% |