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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 | $4,321 | $103,949-95.8% | $69,182-93.8% | $273,972-98.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $563 | $1,783-68.4% | $1,206-53.3% | $4,869-88.4% |
| Participant deferral / active EE | $3,761 | $2,716+38.4% | $1,897+98.3% | $5,287-28.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |