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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 | $8,879 | $106,247-91.6% | $96,515-90.8% | $139,466-93.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,675 | $4,106-59.2% | $3,740-55.2% | $4,754-64.8% |
| Participant deferral / active EE | $7,692 | $5,456+41.0% | $4,880+57.6% | $6,712+14.6% |
| Admin fee / account holder | $59 | $7,885-99.3% | $6,735-99.1% | $11,409-99.5% |