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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 | $7,121 | $113,338-93.7% | $94,993-92.5% | $147,586-95.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,508 | $3,160-52.3% | $2,603-42.1% | $4,876-69.1% |
| Participant deferral / active EE | $5,654 | $3,777+49.7% | $3,317+70.5% | $5,439+4.0% |
| Admin fee / account holder | $144 | $6,063-97.6% | $4,960-97.1% | $10,886-98.7% |