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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 | $5,763 | $127,100-95.5% | $105,738-94.6% | $135,382-95.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 76.3%+8.3pp | 82.6%+2.0pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,884 | $4,107-54.1% | $3,268-42.4% | $4,779-60.6% |
| Participant deferral / active EE | $2,900 | $5,064-42.7% | $4,080-28.9% | $5,609-48.3% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,829-99.9% |