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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 | $7,748 | $106,247-92.7% | $96,515-92.0% | $139,466-94.4% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,375 | $4,106-66.5% | $3,740-63.2% | $4,754-71.1% |
| Participant deferral / active EE | $2,135 | $5,456-60.9% | $4,880-56.2% | $6,712-68.2% |
| Admin fee / account holder | $13 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |