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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 | $5,342 | $106,267-95.0% | $96,520-94.5% | $139,456-96.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,889 | $4,105-29.6% | $3,739-22.7% | $4,753-39.2% |
| Participant deferral / active EE | $4,069 | $5,454-25.4% | $4,879-16.6% | $6,711-39.4% |
| Admin fee / account holder | $52 | $7,882-99.3% | $6,733-99.2% | $11,407-99.5% |