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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 | $8,955 | $129,960-93.1% | $104,299-91.4% | $134,545-93.3% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,791 | $4,186-9.4% | $3,373+12.4% | $4,742-20.1% |
| Participant deferral / active EE | $3,882 | $5,589-30.5% | $4,626-16.1% | $6,401-39.4% |
| Admin fee / account holder | $10 | $9,324-99.9% | $7,339-99.9% | $11,431-99.9% |