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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 | $12,603 | $227,566-94.5% | $189,558-93.4% | $167,518-92.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $4,803 | $5,316-9.6% | $4,412+8.9% | $4,838-0.7% |
| Participant deferral / active EE | $7,800 | $7,002+11.4% | $6,174+26.3% | $6,342+23.0% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |