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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 | $2,565 | $77,638-96.7% | $156,551-98.4% | $62,881-95.9% |
| Participation rate | 72.4% | 71.2%+1.2pp | 84.0%-11.6pp | 69.3%+3.1pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $445 | $3,444-87.1% | $5,501-91.9% | $2,281-80.5% |
| Participant deferral / active EE | $1,377 | $3,046-54.8% | $4,871-71.7% | $3,203-57.0% |
| Admin fee / account holder | $16 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |