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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 | $16,488 | $116,203-85.8% | $93,621-82.4% | $152,909-89.2% |
| 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 | 345.46%-345.5pp |
| Employer contribution / active EE | $3,585 | $3,219+11.4% | $2,719+31.8% | $4,764-24.8% |
| Participant deferral / active EE | $5,006 | $4,605+8.7% | $4,070+23.0% | $5,851-14.4% |
| Admin fee / account holder | $125 | $10,751-98.8% | $7,890-98.4% | $11,601-98.9% |