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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 | $6,971 | $106,247-93.4% | $96,515-92.8% | $139,466-95.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,289 | $4,106-44.3% | $3,740-38.8% | $4,754-51.9% |
| Participant deferral / active EE | $4,202 | $5,456-23.0% | $4,880-13.9% | $6,712-37.4% |
| Admin fee / account holder | $42 | $7,885-99.5% | $6,735-99.4% | $11,409-99.6% |