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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 | $9,162 | $141,001-93.5% | $112,228-91.8% | $139,487-93.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,590 | $4,285-39.6% | $3,432-24.5% | $4,755-45.5% |
| Participant deferral / active EE | $3,958 | $5,877-32.7% | $4,800-17.5% | $6,713-41.0% |
| Admin fee / account holder | $30 | $9,959-99.7% | $7,752-99.6% | $11,407-99.7% |