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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 | $14,179 | $135,956-89.6% | $123,894-88.6% | $273,972-94.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,974 | $5,170+34.9% | $4,617+51.1% | $4,869+43.2% |
| Participant deferral / active EE | $7,152 | $6,343+12.8% | $5,984+19.5% | $5,287+35.3% |
| Admin fee / account holder | $43 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |