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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 | $16,730 | $142,426-88.3% | $115,167-85.5% | $152,909-89.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,118 | $4,011+2.7% | $3,179+29.5% | $4,764-13.6% |
| Participant deferral / active EE | $11,524 | $5,165+123.1% | $4,169+176.4% | $5,851+96.9% |
| Admin fee / account holder | $66 | $8,464-99.2% | $7,089-99.1% | $11,601-99.4% |