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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 | $13,585 | $100,805-86.5% | $86,698-84.3% | $134,532-89.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,228 | $3,490+21.1% | $2,837+49.0% | $4,741-10.8% |
| Participant deferral / active EE | $9,841 | $5,339+84.3% | $4,656+111.3% | $6,401+53.7% |
| Admin fee / account holder | $8 | $10,925-99.9% | $7,493-99.9% | $11,429-99.9% |