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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 | $12,681 | $141,004-91.0% | $112,273-88.7% | $139,466-90.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,312 | $4,285-69.4% | $3,431-61.8% | $4,754-72.4% |
| Participant deferral / active EE | $10,350 | $5,878+76.1% | $4,800+115.6% | $6,712+54.2% |
| Admin fee / account holder | $87 | $9,959-99.1% | $7,752-98.9% | $11,409-99.2% |