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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 | $8,796 | $154,228-94.3% | $145,433-94.0% | $137,256-93.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,964 | $4,804-59.1% | $4,554-56.9% | $4,156-52.7% |
| Participant deferral / active EE | $6,332 | $8,216-22.9% | $7,897-19.8% | $6,407-1.2% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |