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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 | $12,780 | $99,345-87.1% | $84,753-84.9% | $273,972-95.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,441 | $4,214-18.3% | $3,574-3.7% | $4,869-29.3% |
| Participant deferral / active EE | $10,294 | $4,270+141.1% | $3,712+177.3% | $5,287+94.7% |
| Admin fee / account holder | $265 | $6,645-96.0% | $5,333-95.0% | $10,133-97.4% |