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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 | $19,487 | $157,276-87.6% | $141,177-86.2% | $152,885-87.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $5,943 | $5,262+12.9% | $4,736+25.5% | $4,763+24.8% |
| Participant deferral / active EE | $11,310 | $7,110+59.1% | $6,710+68.6% | $5,851+93.3% |
| Admin fee / account holder | $44 | $12,123-99.6% | $10,263-99.6% | $11,598-99.6% |