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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 | $4,538 | $110,307-95.9% | $96,576-95.3% | $139,456-96.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 26.40%-26.4pp | 25.87%-25.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,300 | $3,619-64.1% | $2,965-56.2% | $4,753-72.6% |
| Participant deferral / active EE | $2,017 | $5,547-63.6% | $4,851-58.4% | $6,711-69.9% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |