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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 | $4,883 | $85,024-94.3% | $70,544-93.1% | $139,466-96.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,057 | $3,912-47.4% | $2,976-30.9% | $4,754-56.7% |
| Participant deferral / active EE | $2,824 | $5,891-52.1% | $4,568-38.2% | $6,712-57.9% |
| Admin fee / account holder | $21 | $8,928-99.8% | $6,427-99.7% | $11,409-99.8% |