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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 | $3,790 | $176,794-97.9% | $146,647-97.4% | $167,553-97.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,515 | $5,161-70.7% | $4,137-63.4% | $4,840-68.7% |
| Participant deferral / active EE | $2,637 | $6,440-59.1% | $5,506-52.1% | $6,343-58.4% |
| Admin fee / account holder | $14 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |