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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 | $5,357 | $117,904-95.5% | $102,457-94.8% | $145,978-96.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 0.00% | 31.80%-31.8pp | 29.41%-29.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,129 | $3,613-41.1% | $3,022-29.6% | $4,662-54.3% |
| Participant deferral / active EE | $2,045 | $5,733-64.3% | $5,054-59.5% | $6,690-69.4% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |