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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 | $2,340 | $119,143-98.0% | $88,632-97.4% | $152,909-98.5% |
| Participation rate | 88.9% | 73.4%+15.5pp | 68.8%+20.1pp | 82.5%+6.4pp |
| Annual return | 0.00% | 48.12%-48.1pp | 43.75%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $717 | $2,675-73.2% | $2,101-65.9% | $4,764-85.0% |
| Participant deferral / active EE | $954 | $3,555-73.2% | $2,917-67.3% | $5,851-83.7% |
| Admin fee / account holder | $92 | $5,875-98.4% | $4,308-97.9% | $11,601-99.2% |