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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 | $8,132 | $103,949-92.2% | $69,182-88.2% | $273,972-97.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,582 | $1,783+213.1% | $1,206+362.8% | $4,869+14.6% |
| Participant deferral / active EE | $2,500 | $2,716-8.0% | $1,897+31.8% | $5,287-52.7% |
| Admin fee / account holder | $5 | $3,671-99.9% | $2,697-99.8% | $10,133-100.0% |