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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 | $1,375 | $165,939-99.2% | $122,354-98.9% | $147,586-99.1% |
| Participation rate | 76.9% | 79.6%-2.7pp | 71.6%+5.3pp | 82.8%-5.9pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $228 | $5,754-96.0% | $4,051-94.4% | $4,876-95.3% |
| Participant deferral / active EE | $812 | $4,005-79.7% | $3,287-75.3% | $5,439-85.1% |
| Admin fee / account holder | $1 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |