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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 | $4,801 | $84,518-94.3% | $67,704-92.9% | $125,388-96.2% |
| Participation rate | 91.7% | 74.8%+16.9pp | 67.5%+24.1pp | 83.2%+8.5pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,361 | $3,292+62.8% | $2,559+109.4% | $4,866+10.2% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $267 | $5,340-95.0% | $4,255-93.7% | $9,541-97.2% |