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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 | $4,282 | $113,338-96.2% | $94,993-95.5% | $147,586-97.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,529 | $3,160-20.0% | $2,603-2.9% | $4,876-48.1% |
| Participant deferral / active EE | $1,681 | $3,777-55.5% | $3,317-49.3% | $5,439-69.1% |
| Admin fee / account holder | $22 | $6,063-99.6% | $4,960-99.6% | $10,886-99.8% |