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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 | $7,781 | $148,582-94.8% | $135,942-94.3% | $139,456-94.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $5,650 | $5,245+7.7% | $4,858+16.3% | $4,753+18.9% |
| Participant deferral / active EE | $3,091 | $8,101-61.8% | $7,759-60.2% | $6,711-53.9% |
| Admin fee / account holder | $56 | $12,402-99.6% | $10,764-99.5% | $11,407-99.5% |