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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 | $3,718 | $103,393-96.4% | $87,103-95.7% | $152,909-97.6% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,057 | $3,221-67.2% | $2,521-58.1% | $4,764-77.8% |
| Participant deferral / active EE | $1,750 | $4,778-63.4% | $4,049-56.8% | $5,851-70.1% |
| Admin fee / account holder | $7 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |