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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 | $14,310 | $56,200-74.5% | $67,653-78.8% | $59,633-76.0% |
| Participation rate | 96.3% | 71.5%+24.8pp | 75.7%+20.6pp | 68.7%+27.6pp |
| Annual return | 0.03% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $2,998 | $1,615+85.7% | $2,266+32.3% | $2,203+36.1% |
| Participant deferral / active EE | $4,806 | $2,843+69.0% | $3,560+35.0% | $3,192+50.6% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |