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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 | $19,645 | $176,786-88.9% | $146,643-86.6% | $167,536-88.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $6,645 | $5,161+28.7% | $4,137+60.6% | $4,839+37.3% |
| Participant deferral / active EE | $13,000 | $6,440+101.9% | $5,506+136.1% | $6,342+105.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |