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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 | $10,704 | $83,908-87.2% | $68,509-84.4% | $125,389-91.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,890 | $3,031+127.3% | $2,278+202.5% | $4,866+41.6% |
| Participant deferral / active EE | $6,740 | $4,125+63.4% | $3,382+99.3% | $5,352+25.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |