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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 | $6,136 | $116,203-94.7% | $93,621-93.4% | $152,909-96.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,652 | $3,219-17.6% | $2,719-2.4% | $4,764-44.3% |
| Participant deferral / active EE | $5,464 | $4,605+18.7% | $4,070+34.3% | $5,851-6.6% |
| Admin fee / account holder | $231 | $10,751-97.9% | $7,890-97.1% | $11,601-98.0% |