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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 | $14,929 | $104,251-85.7% | $91,004-83.6% | $147,585-89.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,354 | $3,116-56.5% | $2,456-44.9% | $4,876-72.2% |
| Participant deferral / active EE | $13,200 | $4,195+214.7% | $3,548+272.1% | $5,439+142.7% |
| Admin fee / account holder | $26 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |