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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 | $9,212 | $103,393-91.1% | $87,103-89.4% | $152,909-94.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,601 | $3,221+11.8% | $2,521+42.8% | $4,764-24.4% |
| Participant deferral / active EE | $4,205 | $4,778-12.0% | $4,049+3.9% | $5,851-28.1% |
| Admin fee / account holder | $18 | $12,195-99.9% | $7,491-99.8% | $11,601-99.8% |