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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 | $5,315 | $83,908-93.7% | $68,509-92.2% | $125,389-95.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,190 | $3,031+5.3% | $2,278+40.1% | $4,866-34.4% |
| Participant deferral / active EE | $3,214 | $4,125-22.1% | $3,382-5.0% | $5,352-39.9% |
| Admin fee / account holder | $126 | $8,982-98.6% | $5,275-97.6% | $9,541-98.7% |