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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 | $11,088 | $104,251-89.4% | $91,004-87.8% | $147,586-92.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,704 | $3,116+18.9% | $2,456+50.8% | $4,876-24.0% |
| Participant deferral / active EE | $9,600 | $4,195+128.8% | $3,548+170.6% | $5,439+76.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |