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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 | $5,050 | $176,794-97.1% | $146,647-96.6% | $167,553-97.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,499 | $5,161-51.6% | $4,137-39.6% | $4,840-48.4% |
| Participant deferral / active EE | $2,500 | $6,440-61.2% | $5,506-54.6% | $6,343-60.6% |
| Admin fee / account holder | $12 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |