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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 | $5,027 | $103,385-95.1% | $87,104-94.2% | $152,870-96.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.34%-345.3pp |
| Employer contribution / active EE | $780 | $3,220-75.8% | $2,521-69.1% | $4,763-83.6% |
| Participant deferral / active EE | $2,970 | $4,778-37.8% | $4,049-26.6% | $5,850-49.2% |
| Admin fee / account holder | $8 | $12,192-99.9% | $7,490-99.9% | $11,597-99.9% |