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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 | $7,066 | $124,314-94.3% | $109,163-93.5% | $167,518-95.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $889 | $4,209-78.9% | $3,723-76.1% | $4,838-81.6% |
| Participant deferral / active EE | $4,653 | $5,256-11.5% | $4,6540% | $6,342-26.6% |
| Admin fee / account holder | $10 | $7,973-99.9% | $6,754-99.9% | $12,312-99.9% |