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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 | $6,959 | $103,392-93.3% | $87,104-92.0% | $152,897-95.4% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $825 | $3,221-74.4% | $2,521-67.3% | $4,764-82.7% |
| Participant deferral / active EE | $4,858 | $4,778+1.7% | $4,048+20.0% | $5,851-17.0% |
| Admin fee / account holder | $20 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |