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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 | $26,219 | $201,372-87.0% | $184,260-85.8% | $145,884-82.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $4,554 | $7,024-35.2% | $6,427-29.2% | $4,662-2.3% |
| Participant deferral / active EE | $10,863 | $9,808+10.8% | $9,133+18.9% | $6,690+62.4% |
| Admin fee / account holder | $15 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |