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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 | $4,431 | $98,240-95.5% | $82,312-94.6% | $147,586-97.0% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,146 | $3,192-64.1% | $2,428-52.8% | $4,876-76.5% |
| Participant deferral / active EE | $2,475 | $4,383-43.5% | $3,706-33.2% | $5,439-54.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |