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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 | $6,396 | $124,314-94.9% | $109,163-94.1% | $167,518-96.2% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,618 | $4,209-37.8% | $3,723-29.7% | $4,838-45.9% |
| Participant deferral / active EE | $3,133 | $5,256-40.4% | $4,654-32.7% | $6,342-50.6% |
| Admin fee / account holder | $45 | $7,973-99.4% | $6,754-99.3% | $12,312-99.6% |