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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 | $10,950 | $124,213-91.2% | $118,106-90.7% | $154,746-92.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 0.00% | 18.29%-18.3pp | 19.44%-19.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $3,846 | $4,905-21.6% | $4,698-18.1% | $4,379-12.2% |
| Participant deferral / active EE | $9,624 | $6,859+40.3% | $6,619+45.4% | $6,730+43.0% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |