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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 | $15,877 | $129,959-87.8% | $104,301-84.8% | $134,509-88.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,155 | $4,185-72.4% | $3,373-65.8% | $4,741-75.6% |
| Participant deferral / active EE | $14,685 | $5,589+162.7% | $4,626+217.5% | $6,400+129.4% |
| Admin fee / account holder | $25 | $9,325-99.7% | $7,340-99.7% | $11,427-99.8% |