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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 | $3,859 | $91,037-95.8% | $71,671-94.6% | $147,586-97.4% |
| Participation rate | 92.3% | 76.1%+16.2pp | 68.7%+23.6pp | 82.8%+9.5pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,150 | $3,327-35.4% | $2,460-12.6% | $4,876-55.9% |
| Participant deferral / active EE | $1,318 | $4,498-70.7% | $3,438-61.7% | $5,439-75.8% |
| Admin fee / account holder | $5 | $8,613-99.9% | $5,558-99.9% | $10,886-100.0% |