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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 | $4,238 | $100,811-95.8% | $86,698-95.1% | $134,545-96.8% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,678 | $3,490-51.9% | $2,837-40.8% | $4,742-64.6% |
| Participant deferral / active EE | $2,393 | $5,339-55.2% | $4,656-48.6% | $6,401-62.6% |
| Admin fee / account holder | $100 | $10,926-99.1% | $7,492-98.7% | $11,431-99.1% |