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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 | $12,650 | $72,486-82.5% | $87,103-85.5% | $72,976-82.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $6,553 | $1,894+246.0% | $2,521+159.9% | $2,440+168.5% |
| Participant deferral / active EE | $5,015 | $3,270+53.4% | $4,049+23.9% | $3,608+39.0% |
| Admin fee / account holder | $66 | $5,055-98.7% | $7,491-99.1% | $5,124-98.7% |