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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 | $6,494 | $116,203-94.4% | $93,621-93.1% | $152,909-95.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,516 | $3,219+9.2% | $2,719+29.3% | $4,764-26.2% |
| Participant deferral / active EE | $2,828 | $4,605-38.6% | $4,070-30.5% | $5,851-51.7% |
| Admin fee / account holder | $9 | $10,751-99.9% | $7,890-99.9% | $11,601-99.9% |