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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 | $2,995 | $118,496-97.5% | $98,461-97.0% | $139,466-97.9% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,191 | $3,611-67.0% | $3,049-60.9% | $4,754-75.0% |
| Participant deferral / active EE | $2,229 | $5,393-58.7% | $4,738-53.0% | $6,712-66.8% |
| Admin fee / account holder | $5 | $14,056-100.0% | $8,961-99.9% | $11,409-100.0% |