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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 | $9,635 | $174,379-94.5% | $152,093-93.7% | $138,895-93.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $4,256 | $4,652-8.5% | $4,175+1.9% | $4,194+1.5% |
| Participant deferral / active EE | $7,749 | $6,159+25.8% | $5,451+42.1% | $6,396+21.1% |
| Admin fee / account holder | $14 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |