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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 | $28,596 | $162,781-82.4% | $133,956-78.7% | $158,931-82.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,374 | $4,975-72.4% | $3,919-64.9% | $4,761-71.1% |
| Participant deferral / active EE | $4,506 | $5,911-23.8% | $5,048-10.7% | $5,982-24.7% |
| Admin fee / account holder | $9 | $11,736-99.9% | $8,927-99.9% | $11,247-99.9% |