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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 | $3,505 | $117,777-97.0% | $71,778-95.1% | $134,545-97.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 25.46%-25.5pp | 9.15%-9.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,500 | $2,525-40.6% | $1,704-12.0% | $4,742-68.4% |
| Participant deferral / active EE | $2,044 | $3,756-45.6% | $2,656-23.1% | $6,401-68.1% |
| Admin fee / account holder | $35 | $6,379-99.5% | $3,974-99.1% | $11,431-99.7% |