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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 | $4,260 | $127,387-96.7% | $115,038-96.3% | $125,389-96.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $915 | $5,166-82.3% | $4,608-80.1% | $4,866-81.2% |
| Participant deferral / active EE | $3,150 | $6,423-51.0% | $6,026-47.7% | $5,352-41.1% |
| Admin fee / account holder | $39 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |