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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 | $11,378 | $127,386-91.1% | $115,037-90.1% | $125,393-90.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.23%-282.2pp |
| Employer contribution / active EE | $6,415 | $5,166+24.2% | $4,608+39.2% | $4,866+31.8% |
| Participant deferral / active EE | $5,215 | $6,423-18.8% | $6,026-13.5% | $5,351-2.6% |
| Admin fee / account holder | $55 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |