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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 | $18,284 | $171,272-89.3% | $127,803-85.7% | $152,897-88.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $4,052 | $5,451-25.7% | $4,576-11.5% | $4,764-14.9% |
| Participant deferral / active EE | $13,510 | $7,043+91.8% | $6,023+124.3% | $5,851+130.9% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |