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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 | $11,236 | $149,741-92.5% | $118,914-90.6% | $158,982-92.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.94%-19.9pp | 35.89%-35.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,607 | $4,119-36.7% | $3,264-20.1% | $4,763-45.3% |
| Participant deferral / active EE | $7,151 | $5,226+36.8% | $4,266+67.6% | $5,983+19.5% |
| Admin fee / account holder | $87 | $8,607-99.0% | $6,582-98.7% | $11,252-99.2% |