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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 | $8,383 | $73,978-88.7% | $96,515-91.3% | $75,173-88.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $6,751 | $2,931+130.4% | $3,740+80.5% | $2,671+152.8% |
| Participant deferral / active EE | $1,816 | $3,660-50.4% | $4,880-62.8% | $4,126-56.0% |
| Admin fee / account holder | $2 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |