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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 | $1,358 | $53,128-97.4% | $86,582-98.4% | $70,126-98.1% |
| Participation rate | 71.7% | 65.3%+6.4pp | 73.5%-1.8pp | 69.5%+2.2pp |
| Annual return | 39.21% | 27.66%+11.5pp | 965.08%-925.9pp | 73.15%-33.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,005 | $2,695-62.7% | $3,609-72.1% | $3,332-69.8% |
| Admin fee / account holder | $31 | $3,584-99.1% | $4,904-99.4% | $4,645-99.3% |