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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 | $8,451 | $102,065-91.7% | $453,569-98.1% | $85,851-90.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.0%+2.0pp | 69.3%+10.7pp |
| Annual return | 0.00% | 25.44%-25.4pp | 64.43%-64.4pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,814 | $2,852-36.4% | $4,072-55.4% | $2,565-29.3% |
| Participant deferral / active EE | $2,968 | $4,789-38.0% | $6,211-52.2% | $3,952-24.9% |
| Admin fee / account holder | $7 | $5,717-99.9% | $11,214-99.9% | $6,261-99.9% |