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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 | $4,518 | $103,949-95.7% | $69,182-93.5% | $273,972-98.4% |
| Participation rate | 94.4% | 67.4%+27.1pp | 55.1%+39.3pp | 83.0%+11.4pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,376 | $1,783+89.3% | $1,206+179.9% | $4,869-30.7% |
| Participant deferral / active EE | $2,691 | $2,716-0.9% | $1,897+41.9% | $5,287-49.1% |
| Admin fee / account holder | $33 | $3,671-99.1% | $2,697-98.8% | $10,133-99.7% |