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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 | $627 | $103,949-99.4% | $69,182-99.1% | $273,972-99.8% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $118 | $1,783-93.4% | $1,206-90.2% | $4,869-97.6% |
| Participant deferral / active EE | $520 | $2,716-80.8% | $1,897-72.6% | $5,287-90.2% |
| Admin fee / account holder | $22 | $3,671-99.4% | $2,697-99.2% | $10,133-99.8% |