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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 | $22,701 | $176,838-87.2% | $146,685-84.5% | $167,518-86.4% |
| 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 | 478.71%-478.7pp |
| Employer contribution / active EE | $7,292 | $5,161+41.3% | $4,137+76.3% | $4,838+50.7% |
| Participant deferral / active EE | $2,917 | $6,441-54.7% | $5,507-47.0% | $6,342-54.0% |
| Admin fee / account holder | $12 | $13,262-99.9% | $10,281-99.9% | $12,312-99.9% |