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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 | $5,574 | $135,956-95.9% | $123,894-95.5% | $273,972-98.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,528 | $5,170-70.4% | $4,617-66.9% | $4,869-68.6% |
| Participant deferral / active EE | $3,948 | $6,343-37.8% | $5,984-34.0% | $5,287-25.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |