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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 | $7,566 | $127,296-94.1% | $109,907-93.1% | $167,536-95.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,115 | $3,325-36.4% | $2,844-25.6% | $4,839-56.3% |
| Participant deferral / active EE | $6,324 | $4,513+40.1% | $4,047+56.3% | $6,342-0.3% |
| Admin fee / account holder | $43 | $7,119-99.4% | $6,069-99.3% | $12,315-99.6% |