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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 | $10,245 | $115,917-91.2% | $100,535-89.8% | $158,982-93.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $5,452 | $4,105+32.8% | $3,419+59.5% | $4,763+14.5% |
| Participant deferral / active EE | $3,724 | $6,677-44.2% | $6,271-40.6% | $5,983-37.8% |
| Admin fee / account holder | $23 | $11,002-99.8% | $8,085-99.7% | $11,252-99.8% |