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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 | $7,016 | $84,570-91.7% | $85,946-91.8% | $155,188-95.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 0.00% | 35.96%-36.0pp | 31.33%-31.3pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,339 | $4,651-49.7% | $4,539-48.5% | $4,248-44.9% |
| Participant deferral / active EE | $4,677 | $5,847-20.0% | $5,465-14.4% | $6,531-28.4% |
| Admin fee / account holder | $0 | $12,225-100.0% | $11,250-100.0% | $14,480-100.0% |