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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 | $4,124 | $83,908-95.1% | $68,509-94.0% | $125,389-96.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,874 | $3,031-5.2% | $2,278+26.2% | $4,866-40.9% |
| Participant deferral / active EE | $1,400 | $4,125-66.1% | $3,382-58.6% | $5,352-73.8% |
| Admin fee / account holder | $102 | $8,982-98.9% | $5,275-98.1% | $9,541-98.9% |