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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 | $3,506 | $108,212-96.8% | $77,513-95.5% | $158,966-97.8% |
| Participation rate | 81.3% | 64.4%+16.8pp | 54.2%+27.1pp | 82.0%-0.7pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,674 | $1,325+26.3% | $987+69.6% | $4,762-64.9% |
| Participant deferral / active EE | $1,015 | $2,455-58.7% | $1,861-45.5% | $5,983-83.0% |
| Admin fee / account holder | $1 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |