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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 | $16,387 | $114,199-85.7% | $119,237-86.3% | $167,553-90.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 29.88%-29.9pp | 30.70%-30.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $11,146 | $4,480+148.8% | $4,383+154.3% | $4,840+130.3% |
| Participant deferral / active EE | $6,764 | $6,086+11.1% | $6,112+10.7% | $6,343+6.6% |
| Admin fee / account holder | $53 | $8,939-99.4% | $7,229-99.3% | $12,316-99.6% |