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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 | $7,538 | $148,582-94.9% | $135,942-94.5% | $139,456-94.6% |
| 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 | $2,601 | $5,245-50.4% | $4,858-46.5% | $4,753-45.3% |
| Participant deferral / active EE | $4,342 | $8,101-46.4% | $7,759-44.0% | $6,711-35.3% |
| Admin fee / account holder | $15 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |