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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 | $19,854 | $58,493-66.1% | $84,023-76.4% | $72,976-72.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,046 | $1,163+161.9% | $1,984+53.6% | $2,440+24.9% |
| Participant deferral / active EE | $6,213 | $2,394+159.6% | $3,239+91.8% | $3,608+72.2% |
| Admin fee / account holder | $136 | $4,569-97.0% | $6,102-97.8% | $5,124-97.4% |