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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 | $8,051 | $127,386-93.7% | $115,037-93.0% | $125,393-93.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,210 | $5,166-76.6% | $4,608-73.8% | $4,866-75.1% |
| Participant deferral / active EE | $7,013 | $6,423+9.2% | $6,026+16.4% | $5,351+31.0% |
| Admin fee / account holder | $32 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |