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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 | $2,769 | $124,330-97.8% | $109,173-97.5% | $167,536-98.3% |
| Participation rate | 87.5% | 79.5%+8.0pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $828 | $4,209-80.3% | $3,723-77.8% | $4,839-82.9% |
| Participant deferral / active EE | $1,534 | $5,256-70.8% | $4,654-67.0% | $6,342-75.8% |
| Admin fee / account holder | $6 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |