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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 | $8,025 | $93,617-91.4% | $135,982-94.1% | $75,177-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $3,083 | $3,538-12.9% | $4,859-36.6% | $2,671+15.4% |
| Participant deferral / active EE | $4,903 | $6,406-23.5% | $7,760-36.8% | $4,126+18.8% |
| Admin fee / account holder | $5 | $6,980-99.9% | $10,767-100.0% | $5,651-99.9% |