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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 | $5,645 | $157,296-96.4% | $141,191-96.0% | $152,897-96.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $968 | $5,262-81.6% | $4,736-79.6% | $4,764-79.7% |
| Participant deferral / active EE | $3,443 | $7,111-51.6% | $6,710-48.7% | $5,851-41.1% |
| Admin fee / account holder | $11 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |