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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 | $14,903 | $175,646-91.5% | $129,118-88.5% | $134,545-88.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | 4.34% | -11.39%+15.7pp | -10.94%+15.3pp | 418.37%-414.0pp |
| Employer contribution / active EE | $13,820 | $6,355+117.5% | $5,051+173.6% | $4,742+191.5% |
| Participant deferral / active EE | $10,591 | $7,970+32.9% | $6,539+62.0% | $6,401+65.5% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |