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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 | $4,168 | $116,203-96.4% | $93,621-95.5% | $152,909-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,082 | $3,219-4.3% | $2,719+13.4% | $4,764-35.3% |
| Participant deferral / active EE | $4,582 | $4,605-0.5% | $4,070+12.6% | $5,851-21.7% |
| Admin fee / account holder | $9 | $10,751-99.9% | $7,890-99.9% | $11,601-99.9% |