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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 | $15,618 | $149,778-89.6% | $118,946-86.9% | $158,950-90.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.89%-35.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $922 | $4,117-77.6% | $3,263-71.8% | $4,762-80.6% |
| Participant deferral / active EE | $13,793 | $5,225+164.0% | $4,266+223.3% | $5,983+130.5% |
| Admin fee / account holder | $33 | $8,604-99.6% | $6,581-99.5% | $11,248-99.7% |