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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 | $3,010 | $110,278-97.3% | $95,740-96.9% | $139,466-97.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.41%-28.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,200 | $3,260-63.2% | $2,836-57.7% | $4,754-74.8% |
| Participant deferral / active EE | $1,540 | $4,674-67.1% | $4,244-63.7% | $6,712-77.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |