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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 | $3,433 | $103,392-96.7% | $87,104-96.1% | $152,897-97.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,327 | $3,221-58.8% | $2,521-47.4% | $4,764-72.1% |
| Participant deferral / active EE | $2,706 | $4,778-43.4% | $4,048-33.2% | $5,851-53.7% |
| Admin fee / account holder | $88 | $12,194-99.3% | $7,491-98.8% | $11,599-99.2% |