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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 | $4,101 | $70,430-94.2% | $96,572-95.8% | $85,851-95.2% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $975 | $1,413-31.0% | $2,357-58.7% | $2,565-62.0% |
| Participant deferral / active EE | $3,403 | $2,894+17.6% | $3,850-11.6% | $3,952-13.9% |
| Admin fee / account holder | $5 | $4,996-99.9% | $6,183-99.9% | $6,261-99.9% |