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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 | $3,931 | $149,679-97.4% | $117,039-96.6% | $147,586-97.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 77.2%+2.8pp | 82.8%-2.8pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,507 | $4,937-69.5% | $3,785-60.2% | $4,876-69.1% |
| Participant deferral / active EE | $1,622 | $4,912-67.0% | $3,929-58.7% | $5,439-70.2% |
| Admin fee / account holder | $127 | $7,856-98.4% | $5,974-97.9% | $10,886-98.8% |