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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 | $2,844 | $129,959-97.8% | $104,301-97.3% | $134,532-97.9% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $966 | $4,185-76.9% | $3,373-71.4% | $4,741-79.6% |
| Participant deferral / active EE | $1,959 | $5,589-65.0% | $4,626-57.7% | $6,401-69.4% |
| Admin fee / account holder | $49 | $9,325-99.5% | $7,340-99.3% | $11,429-99.6% |