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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 | $2,040 | $90,509-97.7% | $78,693-97.4% | $273,968-99.3% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 0.00% | 75.61%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $379 | $3,175-88.1% | $2,850-86.7% | $4,869-92.2% |
| Participant deferral / active EE | $1,372 | $3,901-64.8% | $3,517-61.0% | $5,287-74.0% |
| Admin fee / account holder | $22 | $5,264-99.6% | $4,511-99.5% | $10,132-99.8% |