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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 | $3,411 | $91,559-96.3% | $133,971-97.5% | $79,852-95.7% |
| Participation rate | 82.5% | 73.3%+9.1pp | 79.8%+2.6pp | 69.6%+12.8pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $815 | $2,384-65.8% | $3,919-79.2% | $2,471-67.0% |
| Participant deferral / active EE | $1,886 | $3,734-49.5% | $5,047-62.6% | $3,740-49.6% |
| Admin fee / account holder | $69 | $6,321-98.9% | $8,929-99.2% | $5,306-98.7% |