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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 | $4,304 | $106,267-95.9% | $96,520-95.5% | $139,456-96.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,262 | $4,105-69.3% | $3,739-66.2% | $4,753-73.4% |
| Participant deferral / active EE | $2,747 | $5,454-49.6% | $4,879-43.7% | $6,711-59.1% |
| Admin fee / account holder | $5 | $7,882-99.9% | $6,733-99.9% | $11,407-100.0% |