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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 | $7,022 | $111,814-93.7% | $103,378-93.2% | $145,978-95.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,050 | $4,215-51.4% | $3,870-47.0% | $4,662-56.0% |
| Participant deferral / active EE | $3,619 | $5,618-35.6% | $5,058-28.4% | $6,690-45.9% |
| Admin fee / account holder | $1 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |