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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 | $8,144 | $180,459-95.5% | $154,108-94.7% | $135,380-94.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,803 | $6,035-70.1% | $5,298-66.0% | $4,779-62.3% |
| Participant deferral / active EE | $6,843 | $5,806+17.9% | $5,081+34.7% | $5,609+22.0% |
| Admin fee / account holder | $68 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |