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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 | $15,074 | $215,361-93.0% | $171,082-91.2% | $273,972-94.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $915 | $4,967-81.6% | $4,002-77.1% | $4,869-81.2% |
| Participant deferral / active EE | $13,755 | $5,543+148.1% | $4,797+186.7% | $5,287+160.2% |
| Admin fee / account holder | $53 | $10,846-99.5% | $8,520-99.4% | $10,133-99.5% |