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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 | $8,523 | $98,240-91.3% | $82,312-89.6% | $147,586-94.2% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $940 | $3,192-70.5% | $2,428-61.3% | $4,876-80.7% |
| Participant deferral / active EE | $5,453 | $4,383+24.4% | $3,706+47.1% | $5,439+0.3% |
| Admin fee / account holder | $9 | $8,563-99.9% | $5,608-99.8% | $10,886-99.9% |