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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 | $3,257 | $228,352-98.6% | $185,835-98.2% | $158,966-98.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,104 | $4,967-77.8% | $4,087-73.0% | $4,762-76.8% |
| Participant deferral / active EE | $1,423 | $6,416-77.8% | $5,633-74.7% | $5,983-76.2% |
| Admin fee / account holder | $115 | $11,867-99.0% | $9,502-98.8% | $11,250-99.0% |