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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 | $5,693 | $110,379-94.8% | $102,412-94.4% | $145,884-96.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,467 | $4,216-65.2% | $3,870-62.1% | $4,662-68.5% |
| Participant deferral / active EE | $2,843 | $5,622-49.4% | $5,060-43.8% | $6,690-57.5% |
| Admin fee / account holder | $105 | $9,745-98.9% | $8,388-98.8% | $13,392-99.2% |