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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 | $6,300 | $148,582-95.8% | $135,942-95.4% | $139,456-95.5% |
| 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 | $1,822 | $5,245-65.3% | $4,858-62.5% | $4,753-61.7% |
| Participant deferral / active EE | $2,555 | $8,101-68.5% | $7,759-67.1% | $6,711-61.9% |
| Admin fee / account holder | $140 | $12,402-98.9% | $10,764-98.7% | $11,407-98.8% |