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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 | $8,847 | $148,629-94.0% | $135,982-93.5% | $139,487-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,503 | $5,247-52.3% | $4,859-48.5% | $4,755-47.4% |
| Participant deferral / active EE | $3,742 | $8,102-53.8% | $7,760-51.8% | $6,713-44.3% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |