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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 | $4,300 | $110,379-96.1% | $102,412-95.8% | $145,884-97.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,233 | $4,216-70.8% | $3,870-68.1% | $4,662-73.6% |
| Participant deferral / active EE | $1,791 | $5,622-68.1% | $5,060-64.6% | $6,690-73.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |