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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 | $8,137 | $127,779-93.6% | $106,551-92.4% | $167,518-95.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $3,398 | $3,427-0.9% | $2,819+20.5% | $4,838-29.8% |
| Participant deferral / active EE | $4,428 | $5,088-13.0% | $4,398+0.7% | $6,342-30.2% |
| Admin fee / account holder | $54 | $11,228-99.5% | $7,408-99.3% | $12,312-99.6% |