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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 | $20,118 | $106,115-81.0% | $85,969-76.6% | $125,389-84.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 76.5%+3.5pp | 83.2%-3.2pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,811 | $4,537-60.1% | $3,474-47.9% | $4,866-62.8% |
| Participant deferral / active EE | $14,411 | $4,859+196.6% | $3,829+276.3% | $5,352+169.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |