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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 | $4,110 | $104,694-96.1% | $85,709-95.2% | $167,536-97.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,120 | $3,337-66.4% | $2,619-57.2% | $4,839-76.9% |
| Participant deferral / active EE | $1,891 | $4,826-60.8% | $3,924-51.8% | $6,342-70.2% |
| Admin fee / account holder | $10 | $10,035-99.9% | $6,876-99.9% | $12,315-99.9% |