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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 | $3,269 | $104,251-96.9% | $91,004-96.4% | $147,586-97.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $804 | $3,116-74.2% | $2,456-67.3% | $4,876-83.5% |
| Participant deferral / active EE | $1,927 | $4,195-54.1% | $3,548-45.7% | $5,439-64.6% |
| Admin fee / account holder | $23 | $8,948-99.7% | $5,417-99.6% | $10,886-99.8% |