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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 | $7,378 | $127,387-94.2% | $115,038-93.6% | $125,389-94.1% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,007 | $5,166-61.1% | $4,608-56.4% | $4,866-58.8% |
| Participant deferral / active EE | $6,429 | $6,423+0.1% | $6,026+6.7% | $5,352+20.1% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |