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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 | $4,272 | $78,707-94.6% | $117,861-96.4% | $70,126-93.9% |
| Participation rate | 93.9% | 73.2%+20.7pp | 79.7%+14.3pp | 69.5%+24.4pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $783 | $2,223-64.8% | $3,786-79.3% | $2,343-66.6% |
| Participant deferral / active EE | $3,257 | $3,297-1.2% | $4,482-27.3% | $3,332-2.2% |
| Admin fee / account holder | $6 | $5,066-99.9% | $8,021-99.9% | $4,645-99.9% |