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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 | $8,366 | $134,001-93.8% | $112,258-92.5% | $134,509-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,517 | $4,039-62.5% | $3,636-58.3% | $4,741-68.0% |
| Participant deferral / active EE | $7,267 | $5,291+37.3% | $4,728+53.7% | $6,400+13.5% |
| Admin fee / account holder | $6 | $7,491-99.9% | $6,411-99.9% | $11,427-99.9% |