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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 | $17,857 | $110,240-83.8% | $96,544-81.5% | $139,487-87.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 26.41%-26.4pp | 25.88%-25.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $7,135 | $3,622+97.0% | $2,966+140.5% | $4,755+50.1% |
| Participant deferral / active EE | $25,359 | $5,549+357.0% | $4,851+422.7% | $6,713+277.8% |
| Admin fee / account holder | $22 | $11,602-99.8% | $8,254-99.7% | $11,407-99.8% |