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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 | $19,439 | $103,387-81.2% | $87,102-77.7% | $152,885-87.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $14,435 | $3,221+348.2% | $2,521+472.5% | $4,763+203.0% |
| Participant deferral / active EE | $12,890 | $4,778+169.8% | $4,048+218.4% | $5,851+120.3% |
| Admin fee / account holder | $116 | $12,193-99.1% | $7,491-98.5% | $11,598-99.0% |