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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 | $10,462 | $116,203-91.0% | $93,621-88.8% | $152,897-93.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,627 | $3,219-49.5% | $2,719-40.2% | $4,764-65.8% |
| Participant deferral / active EE | $8,648 | $4,605+87.8% | $4,070+112.5% | $5,851+47.8% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |