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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 | $12,159 | $84,527-85.6% | $67,711-82.0% | $125,393-90.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.23%-282.2pp |
| Employer contribution / active EE | $8,445 | $3,292+156.6% | $2,559+230.0% | $4,866+73.6% |
| Participant deferral / active EE | $4,028 | $4,429-9.1% | $3,585+12.4% | $5,351-24.7% |
| Admin fee / account holder | $20 | $5,340-99.6% | $4,255-99.5% | $9,541-99.8% |