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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 | $3,112 | $85,024-96.3% | $70,544-95.6% | $139,466-97.8% |
| Participation rate | 95.0% | 73.9%+21.1pp | 68.4%+26.6pp | 80.3%+14.7pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,494 | $3,912-61.8% | $2,976-49.8% | $4,754-68.6% |
| Participant deferral / active EE | $1,639 | $5,891-72.2% | $4,568-64.1% | $6,712-75.6% |
| Admin fee / account holder | $87 | $8,928-99.0% | $6,427-98.6% | $11,409-99.2% |