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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 | $8,038 | $100,792-92.0% | $86,691-90.7% | $134,509-94.0% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,120 | $3,491-39.3% | $2,837-25.3% | $4,741-55.3% |
| Participant deferral / active EE | $6,233 | $5,339+16.8% | $4,656+33.9% | $6,400-2.6% |
| Admin fee / account holder | $14 | $10,924-99.9% | $7,492-99.8% | $11,427-99.9% |