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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 | $10,096 | $140,578-92.8% | $100,671-90.0% | $125,389-91.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $824 | $5,965-86.2% | $4,012-79.5% | $4,866-83.1% |
| Participant deferral / active EE | $9,185 | $3,981+130.7% | $3,144+192.2% | $5,352+71.6% |
| Admin fee / account holder | $9 | $6,716-99.9% | $4,850-99.8% | $9,541-99.9% |