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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 | $7,154 | $135,956-94.7% | $123,894-94.2% | $273,972-97.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,128 | $5,170-58.8% | $4,617-53.9% | $4,869-56.3% |
| Participant deferral / active EE | $6,261 | $6,343-1.3% | $5,984+4.6% | $5,287+18.4% |
| Admin fee / account holder | $161 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |