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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 | $4,430 | $167,353-97.4% | $143,797-96.9% | $134,545-96.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,819 | $5,620-67.6% | $4,952-63.3% | $4,742-61.6% |
| Participant deferral / active EE | $2,568 | $6,447-60.2% | $5,638-54.5% | $6,401-59.9% |
| Admin fee / account holder | $226 | $18,096-98.7% | $14,679-98.5% | $11,431-98.0% |