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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 | $8,655 | $162,812-94.7% | $133,971-93.5% | $158,966-94.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,936 | $4,976-20.9% | $3,919+0.4% | $4,762-17.3% |
| Participant deferral / active EE | $5,937 | $5,910+0.5% | $5,047+17.6% | $5,983-0.8% |
| Admin fee / account holder | $5 | $11,741-100.0% | $8,929-99.9% | $11,250-100.0% |