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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 | $16,183 | $76,551-78.9% | $123,894-86.9% | $62,881-74.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,564 | $2,882+58.3% | $4,617-1.1% | $2,281+100.1% |
| Participant deferral / active EE | $9,775 | $4,840+102.0% | $5,984+63.4% | $3,203+205.2% |
| Admin fee / account holder | $2 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |