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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 | $8,558 | $174,018-95.1% | $136,833-93.7% | $198,609-95.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 35.16%-35.2pp | 35.32%-35.3pp | 202.70%-202.7pp |
| Employer contribution / active EE | $4,924 | $1,571+213.4% | $1,319+273.4% | $5,055-2.6% |
| Participant deferral / active EE | $3,600 | $2,873+25.3% | $2,441+47.5% | $6,977-48.4% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |