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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 | $13,073 | $127,386-89.7% | $115,037-88.6% | $125,393-89.6% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,541 | $5,166-70.2% | $4,608-66.6% | $4,866-68.3% |
| Participant deferral / active EE | $9,960 | $6,423+55.1% | $6,026+65.3% | $5,351+86.1% |
| Admin fee / account holder | $33 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |