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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 | $3,387 | $90,486-96.3% | $78,676-95.7% | $273,972-98.8% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,247 | $3,175-60.7% | $2,850-56.2% | $4,869-74.4% |
| Participant deferral / active EE | $2,092 | $3,901-46.4% | $3,517-40.5% | $5,287-60.4% |
| Admin fee / account holder | $42 | $5,263-99.2% | $4,510-99.1% | $10,133-99.6% |