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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 | $4,137 | $118,496-96.5% | $98,461-95.8% | $139,466-97.0% |
| Participation rate | 70.0% | 77.5%-7.5pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,260 | $3,611-65.1% | $3,049-58.7% | $4,754-73.5% |
| Participant deferral / active EE | $1,775 | $5,393-67.1% | $4,738-62.6% | $6,712-73.6% |
| Admin fee / account holder | $43 | $14,056-99.7% | $8,961-99.5% | $11,409-99.6% |