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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 | $21,297 | $228,395-90.7% | $185,861-88.5% | $158,982-86.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $16,759 | $4,968+237.4% | $4,088+310.0% | $4,763+251.9% |
| Participant deferral / active EE | $10,854 | $6,417+69.1% | $5,634+92.7% | $5,983+81.4% |
| Admin fee / account holder | $59 | $11,869-99.5% | $9,503-99.4% | $11,252-99.5% |