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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 | $3,748 | $124,314-97.0% | $109,163-96.6% | $167,518-97.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,082 | $4,209-74.3% | $3,723-70.9% | $4,838-77.6% |
| Participant deferral / active EE | $1,765 | $5,256-66.4% | $4,654-62.1% | $6,342-72.2% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |