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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 | $15,153 | $157,296-90.4% | $141,191-89.3% | $152,897-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $6,860 | $5,262+30.4% | $4,736+44.8% | $4,764+44.0% |
| Participant deferral / active EE | $7,161 | $7,111+0.7% | $6,710+6.7% | $5,851+22.4% |
| Admin fee / account holder | $40 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |