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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 | $4,749 | $135,956-96.5% | $123,894-96.2% | $273,972-98.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,251 | $5,170-75.8% | $4,617-72.9% | $4,869-74.3% |
| Participant deferral / active EE | $3,415 | $6,343-46.2% | $5,984-42.9% | $5,287-35.4% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |