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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 | $7,013 | $84,518-91.7% | $67,704-89.6% | $125,389-94.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,977 | $3,292-39.9% | $2,559-22.7% | $4,866-59.4% |
| Participant deferral / active EE | $6,288 | $4,430+42.0% | $3,585+75.4% | $5,352+17.5% |
| Admin fee / account holder | $48 | $5,340-99.1% | $4,255-98.9% | $9,541-99.5% |