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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 | $3,788 | $124,346-97.0% | $111,308-96.6% | $167,536-97.7% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $877 | $3,437-74.5% | $2,732-67.9% | $4,839-81.9% |
| Participant deferral / active EE | $2,175 | $5,182-58.0% | $4,487-51.5% | $6,342-65.7% |
| Admin fee / account holder | $100 | $10,621-99.1% | $7,965-98.7% | $12,315-99.2% |