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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 | $1,106 | $113,339-99.0% | $94,993-98.8% | $147,585-99.3% |
| Participation rate | 82.6% | 78.0%+4.6pp | 73.9%+8.7pp | 82.8%-0.2pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.57%-578.6pp |
| Employer contribution / active EE | $448 | $3,160-85.8% | $2,603-82.8% | $4,876-90.8% |
| Participant deferral / active EE | $783 | $3,777-79.3% | $3,317-76.4% | $5,439-85.6% |
| Admin fee / account holder | $16 | $6,063-99.7% | $4,960-99.7% | $10,885-99.9% |