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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 | $15,986 | $142,430-88.8% | $115,170-86.1% | $152,897-89.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,784 | $4,011-55.5% | $3,179-43.9% | $4,764-62.6% |
| Participant deferral / active EE | $11,456 | $5,165+121.8% | $4,169+174.8% | $5,851+95.8% |
| Admin fee / account holder | $15 | $8,464-99.8% | $7,089-99.8% | $11,599-99.9% |