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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 | $4,750 | $103,393-95.4% | $87,103-94.5% | $152,909-96.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,182 | $3,221-63.3% | $2,521-53.1% | $4,764-75.2% |
| Participant deferral / active EE | $2,371 | $4,778-50.4% | $4,049-41.4% | $5,851-59.5% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |