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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 | $3,052 | $103,393-97.0% | $87,103-96.5% | $152,909-98.0% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $875 | $3,221-72.9% | $2,521-65.3% | $4,764-81.6% |
| Participant deferral / active EE | $2,087 | $4,778-56.3% | $4,049-48.4% | $5,851-64.3% |
| Admin fee / account holder | $7 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |