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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 | $8,339 | $115,903-92.8% | $100,528-91.7% | $158,966-94.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,316 | $4,105-43.6% | $3,419-32.2% | $4,762-51.4% |
| Participant deferral / active EE | $6,313 | $6,677-5.4% | $6,271+0.7% | $5,983+5.5% |
| Admin fee / account holder | $31 | $11,000-99.7% | $8,084-99.6% | $11,250-99.7% |