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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 | $12,177 | $111,301-89.1% | $112,977-89.2% | $158,982-92.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,425 | $4,471-23.4% | $4,255-19.5% | $4,763-28.1% |
| Participant deferral / active EE | $7,810 | $5,880+32.8% | $5,836+33.8% | $5,983+30.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,252-100.0% |