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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 | $13,938 | $99,032-85.9% | $80,022-82.6% | $135,379-89.7% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,097 | $3,043-63.9% | $2,468-55.5% | $4,779-77.0% |
| Participant deferral / active EE | $11,129 | $4,282+159.9% | $3,686+201.9% | $5,609+98.4% |
| Admin fee / account holder | $39 | $10,436-99.6% | $6,521-99.4% | $10,828-99.6% |