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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 | $3,260 | $77,416-95.8% | $69,464-95.3% | $152,897-97.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 39.08%-39.1pp | 28.98%-29.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,306 | $3,315-30.4% | $2,779-17.0% | $4,764-51.6% |
| Participant deferral / active EE | $4,000 | $4,413-9.4% | $3,536+13.1% | $5,851-31.6% |
| Admin fee / account holder | $31 | $6,208-99.5% | $3,840-99.2% | $11,599-99.7% |