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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 | $7,781 | $62,592-87.6% | $85,693-90.9% | $85,856-90.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $3,892 | $1,755+121.7% | $2,618+48.6% | $2,565+51.7% |
| Participant deferral / active EE | $4,083 | $2,802+45.7% | $3,923+4.1% | $3,952+3.3% |
| Admin fee / account holder | $59 | $4,643-98.7% | $6,874-99.1% | $6,261-99.1% |