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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 | $13,254 | $111,301-88.1% | $112,977-88.3% | $158,966-91.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.95%-302.9pp |
| Employer contribution / active EE | $6,500 | $4,471+45.4% | $4,255+52.8% | $4,762+36.5% |
| Participant deferral / active EE | $6,500 | $5,880+10.5% | $5,836+11.4% | $5,983+8.6% |
| Admin fee / account holder | $4 | $8,392-100.0% | $6,294-99.9% | $11,250-100.0% |