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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 | $6,991 | $115,903-94.0% | $100,528-93.0% | $158,966-95.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,749 | $4,105-57.4% | $3,419-48.8% | $4,762-63.3% |
| Participant deferral / active EE | $6,931 | $6,677+3.8% | $6,271+10.5% | $5,983+15.8% |
| Admin fee / account holder | $83 | $11,000-99.2% | $8,084-99.0% | $11,250-99.3% |