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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 | $10,651 | $217,427-95.1% | $185,837-94.3% | $167,518-93.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,490 | $5,874-57.6% | $5,168-51.8% | $4,838-48.5% |
| Participant deferral / active EE | $8,161 | $6,357+28.4% | $5,568+46.6% | $6,342+28.7% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |