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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 | $4,147 | $101,063-95.9% | $81,473-94.9% | $147,586-97.2% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,474 | $3,206-54.0% | $2,568-42.6% | $4,876-69.8% |
| Participant deferral / active EE | $2,398 | $4,242-43.5% | $3,537-32.2% | $5,439-55.9% |
| Admin fee / account holder | $177 | $5,812-96.9% | $4,561-96.1% | $10,886-98.4% |