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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 | $1,757 | $84,236-97.9% | $170,439-99.0% | $70,124-97.5% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $820 | $3,387-75.8% | $5,433-84.9% | $2,342-65.0% |
| Participant deferral / active EE | $1,023 | $3,086-66.9% | $4,939-79.3% | $3,332-69.3% |
| Admin fee / account holder | $63 | $5,698-98.9% | $13,881-99.5% | $4,645-98.6% |