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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 | $3,200 | $53,127-94.0% | $86,587-96.3% | $70,131-95.4% |
| Participation rate | 88.0% | 65.3%+22.7pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.86%-964.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $834 | $2,068-59.7% | $2,839-70.6% | $2,342-64.4% |
| Participant deferral / active EE | $1,286 | $2,696-52.3% | $3,609-64.4% | $3,332-61.4% |
| Admin fee / account holder | $45 | $3,585-98.7% | $4,906-99.1% | $4,645-99.0% |