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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 | $6,875 | $76,367-91.0% | $93,614-92.7% | $72,983-90.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $5,623 | $2,275+147.2% | $2,718+106.9% | $2,440+130.5% |
| Participant deferral / active EE | $2,341 | $3,538-33.8% | $4,069-42.5% | $3,608-35.1% |
| Admin fee / account holder | $21 | $6,838-99.7% | $7,889-99.7% | $5,124-99.6% |