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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 | $9,687 | $116,203-91.7% | $93,621-89.7% | $152,897-93.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,710 | $3,219-46.9% | $2,719-37.1% | $4,764-64.1% |
| Participant deferral / active EE | $12,510 | $4,605+171.7% | $4,070+207.4% | $5,851+113.8% |
| Admin fee / account holder | $32 | $10,751-99.7% | $7,890-99.6% | $11,599-99.7% |