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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 | $2,465 | $110,212-97.8% | $96,534-97.4% | $139,466-98.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,272 | $3,620-64.9% | $2,965-57.1% | $4,754-73.2% |
| Participant deferral / active EE | $1,810 | $5,547-67.4% | $4,851-62.7% | $6,712-73.0% |
| Admin fee / account holder | $4 | $11,599-100.0% | $8,253-99.9% | $11,409-100.0% |