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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 | $4,152 | $80,983-94.9% | $96,544-95.7% | $75,177-94.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.05%-27.1pp | 25.88%-25.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,552 | $2,282-32.0% | $2,966-47.7% | $2,671-41.9% |
| Participant deferral / active EE | $2,931 | $3,929-25.4% | $4,851-39.6% | $4,126-29.0% |
| Admin fee / account holder | $129 | $6,717-98.1% | $8,254-98.4% | $5,651-97.7% |