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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 | $11,683 | $124,298-90.6% | $109,152-89.3% | $167,497-93.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.62%-478.6pp |
| Employer contribution / active EE | $13,220 | $4,208+214.1% | $3,722+255.2% | $4,838+173.3% |
| Participant deferral / active EE | $6,799 | $5,256+29.4% | $4,653+46.1% | $6,341+7.2% |
| Admin fee / account holder | $14 | $7,971-99.8% | $6,753-99.8% | $12,310-99.9% |