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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 | $5,111 | $83,908-93.9% | $68,509-92.5% | $125,389-95.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $537 | $3,031-82.3% | $2,278-76.4% | $4,866-89.0% |
| Participant deferral / active EE | $3,591 | $4,125-12.9% | $3,382+6.2% | $5,352-32.9% |
| Admin fee / account holder | $36 | $8,982-99.6% | $5,275-99.3% | $9,541-99.6% |