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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 | $5,066 | $124,330-95.9% | $109,173-95.4% | $167,536-97.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,440 | $4,209-65.8% | $3,723-61.3% | $4,839-70.2% |
| Participant deferral / active EE | $3,790 | $5,256-27.9% | $4,654-18.6% | $6,342-40.2% |
| Admin fee / account holder | $262 | $7,974-96.7% | $6,755-96.1% | $12,315-97.9% |