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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 | $11,814 | $148,623-92.1% | $135,974-91.3% | $139,466-91.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $4,128 | $5,246-21.3% | $4,859-15.0% | $4,754-13.2% |
| Participant deferral / active EE | $6,756 | $8,103-16.6% | $7,760-12.9% | $6,712+0.7% |
| Admin fee / account holder | $2 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |