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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 | $4,125 | $87,546-95.3% | $75,784-94.6% | $125,389-96.7% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,521 | $3,930-35.9% | $3,323-24.1% | $4,866-48.2% |
| Participant deferral / active EE | $1,665 | $4,230-60.6% | $3,652-54.4% | $5,352-68.9% |
| Admin fee / account holder | $34 | $6,503-99.5% | $5,300-99.4% | $9,541-99.6% |