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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 | $12,744 | $183,516-93.1% | $155,534-91.8% | $145,884-91.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $9,235 | $5,315+73.8% | $4,675+97.5% | $4,662+98.1% |
| Participant deferral / active EE | $3,421 | $6,467-47.1% | $5,630-39.2% | $6,690-48.9% |
| Admin fee / account holder | $8 | $19,293-100.0% | $15,900-99.9% | $13,392-99.9% |