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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 | $9,681 | $153,311-93.7% | $109,313-91.1% | $273,970-96.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,733 | $5,619-69.2% | $3,892-55.5% | $4,869-64.4% |
| Participant deferral / active EE | $7,800 | $3,932+98.4% | $3,166+146.3% | $5,287+47.5% |
| Admin fee / account holder | $17 | $8,076-99.8% | $5,666-99.7% | $10,132-99.8% |