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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 | $12,249 | $101,063-87.9% | $81,473-85.0% | $147,586-91.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,031 | $3,206-36.6% | $2,568-20.9% | $4,876-58.4% |
| Participant deferral / active EE | $10,000 | $4,242+135.7% | $3,537+182.7% | $5,439+83.9% |
| Admin fee / account holder | $31 | $5,812-99.5% | $4,561-99.3% | $10,886-99.7% |