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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 | $14,012 | $158,852-91.2% | $121,220-88.4% | $135,379-89.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $6,220 | $5,666+9.8% | $4,023+54.6% | $4,779+30.1% |
| Participant deferral / active EE | $7,016 | $4,006+75.2% | $3,345+109.7% | $5,609+25.1% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |