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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 | $20,326 | $227,597-91.1% | $189,575-89.3% | $167,536-87.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $14,789 | $5,316+178.2% | $4,412+235.2% | $4,839+205.6% |
| Participant deferral / active EE | $8,918 | $7,002+27.4% | $6,174+44.4% | $6,342+40.6% |
| Admin fee / account holder | $47 | $11,877-99.6% | $9,806-99.5% | $12,315-99.6% |