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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 | $7,450 | $46,534-84.0% | $64,097-88.4% | $75,177-90.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,946 | $1,976+49.1% | $2,750+7.1% | $2,671+10.3% |
| Participant deferral / active EE | $4,320 | $2,835+52.4% | $3,881+11.3% | $4,126+4.7% |
| Admin fee / account holder | $4 | $2,957-99.8% | $3,070-99.9% | $5,651-99.9% |