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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 | $7,974 | $90,320-91.2% | $59,496-86.6% | $125,389-93.6% |
| Participation rate | 95.8% | 68.3%+27.5pp | 54.6%+41.3pp | 83.2%+12.6pp |
| Annual return | 0.85% | 369.13%-368.3pp | 182.05%-181.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $652 | $1,792-63.6% | $1,153-43.4% | $4,866-86.6% |
| Participant deferral / active EE | $140 | $2,716-94.8% | $1,829-92.3% | $5,352-97.4% |
| Admin fee / account holder | $78 | $3,063-97.5% | $2,232-96.5% | $9,541-99.2% |