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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 | $2,532 | $101,063-97.5% | $81,473-96.9% | $147,586-98.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $714 | $3,206-77.7% | $2,568-72.2% | $4,876-85.4% |
| Participant deferral / active EE | $1,469 | $4,242-65.4% | $3,537-58.5% | $5,439-73.0% |
| Admin fee / account holder | $6 | $5,812-99.9% | $4,561-99.9% | $10,886-99.9% |