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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 | $5,120 | $100,901-94.9% | $75,501-93.2% | $147,586-96.5% |
| Participation rate | 90.9% | 77.1%+13.8pp | 72.4%+18.6pp | 82.8%+8.1pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $704 | $3,253-78.4% | $2,352-70.1% | $4,876-85.6% |
| Participant deferral / active EE | $3,846 | $4,027-4.5% | $3,142+22.4% | $5,439-29.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |