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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 | $3,033 | $75,962-96.0% | $154,108-98.0% | $64,173-95.3% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $662 | $3,350-80.2% | $5,298-87.5% | $2,381-72.2% |
| Participant deferral / active EE | $1,885 | $3,175-40.6% | $5,081-62.9% | $3,470-45.7% |
| Admin fee / account holder | $114 | $5,589-98.0% | $13,411-99.2% | $4,887-97.7% |