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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 | $8,527 | $162,821-94.8% | $133,978-93.6% | $158,982-94.6% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,115 | $4,976-17.3% | $3,919+5.0% | $4,763-13.6% |
| Participant deferral / active EE | $3,830 | $5,910-35.2% | $5,047-24.1% | $5,983-36.0% |
| Admin fee / account holder | $100 | $11,742-99.1% | $8,930-98.9% | $11,252-99.1% |