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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 | $5,294 | $158,852-96.7% | $121,220-95.6% | $135,379-96.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,245 | $5,666-78.0% | $4,023-69.0% | $4,779-73.9% |
| Participant deferral / active EE | $4,366 | $4,006+9.0% | $3,345+30.5% | $5,609-22.2% |
| Admin fee / account holder | $14 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |