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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 | $4,312 | $118,496-96.4% | $98,461-95.6% | $139,466-96.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $789 | $3,611-78.1% | $3,049-74.1% | $4,754-83.4% |
| Participant deferral / active EE | $4,027 | $5,393-25.3% | $4,738-15.0% | $6,712-40.0% |
| Admin fee / account holder | $27 | $14,056-99.8% | $8,961-99.7% | $11,409-99.8% |