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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 | $7,403 | $176,786-95.8% | $146,643-95.0% | $167,536-95.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,295 | $5,161-55.5% | $4,137-44.5% | $4,839-52.6% |
| Participant deferral / active EE | $3,538 | $6,440-45.1% | $5,506-35.7% | $6,342-44.2% |
| Admin fee / account holder | $135 | $13,262-99.0% | $10,280-98.7% | $12,315-98.9% |