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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 | $5,042 | $180,028-97.2% | $138,135-96.4% | $158,982-96.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,650 | $7,470-77.9% | $5,587-70.5% | $4,763-65.4% |
| Participant deferral / active EE | $3,081 | $7,717-60.1% | $6,431-52.1% | $5,983-48.5% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,252-100.0% |