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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 | $1,907 | $154,228-98.8% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $7,843 | $4,804+63.3% | $4,554+72.2% | $4,156+88.7% |
| Participant deferral / active EE | $20,657 | $8,216+151.4% | $7,897+161.6% | $6,407+222.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |