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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 | $7,862 | $228,352-96.6% | $185,827-95.8% | $158,950-95.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,561 | $4,967-68.6% | $4,087-61.8% | $4,762-67.2% |
| Participant deferral / active EE | $5,610 | $6,416-12.6% | $5,633-0.4% | $5,983-6.2% |
| Admin fee / account holder | $32 | $11,867-99.7% | $9,502-99.7% | $11,248-99.7% |