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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 | $4,203 | $110,240-96.2% | $96,544-95.6% | $139,487-97.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 26.41%-26.4pp | 25.88%-25.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,291 | $3,622-64.4% | $2,966-56.5% | $4,755-72.8% |
| Participant deferral / active EE | $2,281 | $5,549-58.9% | $4,851-53.0% | $6,713-66.0% |
| Admin fee / account holder | $40 | $11,602-99.7% | $8,254-99.5% | $11,407-99.6% |