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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 | $11,994 | $78,707-84.8% | $117,861-89.8% | $70,126-82.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $5,853 | $2,223+163.3% | $3,786+54.6% | $2,343+149.9% |
| Participant deferral / active EE | $4,393 | $3,297+33.2% | $4,482-2.0% | $3,332+31.8% |
| Admin fee / account holder | $26 | $5,066-99.5% | $8,021-99.7% | $4,645-99.5% |