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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 | $6,729 | $124,330-94.6% | $109,173-93.8% | $167,536-96.0% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,070 | $4,209-74.6% | $3,723-71.3% | $4,839-77.9% |
| Participant deferral / active EE | $4,423 | $5,256-15.9% | $4,654-5.0% | $6,342-30.3% |
| Admin fee / account holder | $10 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |