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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 | $7,526 | $103,392-92.7% | $87,104-91.4% | $152,897-95.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,336 | $3,221-27.5% | $2,521-7.3% | $4,764-51.0% |
| Participant deferral / active EE | $4,865 | $4,778+1.8% | $4,048+20.2% | $5,851-16.9% |
| Admin fee / account holder | $74 | $12,194-99.4% | $7,491-99.0% | $11,599-99.4% |