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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 | $938 | $75,962-98.8% | $154,108-99.4% | $64,173-98.5% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $563 | $3,350-83.2% | $5,298-89.4% | $2,381-76.3% |
| Participant deferral / active EE | $1,393 | $3,175-56.1% | $5,081-72.6% | $3,470-59.8% |
| Admin fee / account holder | $7 | $5,589-99.9% | $13,411-99.9% | $4,887-99.9% |