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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 | $12,770 | $148,582-91.4% | $135,942-90.6% | $139,456-90.8% |
| 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 | $2,564 | $5,245-51.1% | $4,858-47.2% | $4,753-46.0% |
| Participant deferral / active EE | $9,510 | $8,101+17.4% | $7,759+22.6% | $6,711+41.7% |
| Admin fee / account holder | $227 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |