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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 | $7,999 | $100,901-92.1% | $75,670-89.4% | $147,585-94.6% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.3%+11.0pp | 82.8%+0.5pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,662 | $3,253-48.9% | $2,352-29.3% | $4,876-65.9% |
| Participant deferral / active EE | $4,770 | $4,027+18.4% | $3,142+51.8% | $5,439-12.3% |
| Admin fee / account holder | $4 | $11,285-100.0% | $5,800-99.9% | $10,885-100.0% |