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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 | $12,280 | $99,032-87.6% | $80,022-84.7% | $135,379-90.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $519 | $3,043-83.0% | $2,468-79.0% | $4,779-89.1% |
| Participant deferral / active EE | $11,760 | $4,282+174.6% | $3,686+219.1% | $5,609+109.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |