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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 | $20,122 | $217,427-90.7% | $185,837-89.2% | $167,518-88.0% |
| 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 | $14,524 | $5,874+147.2% | $5,168+181.0% | $4,838+200.2% |
| Participant deferral / active EE | $5,605 | $6,357-11.8% | $5,568+0.7% | $6,342-11.6% |
| Admin fee / account holder | $173 | $19,816-99.1% | $16,241-98.9% | $12,312-98.6% |