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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 | $3,500 | $129,959-97.3% | $104,301-96.6% | $134,532-97.4% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.5pp | 81.2%+0.6pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $876 | $4,185-79.1% | $3,373-74.0% | $4,741-81.5% |
| Participant deferral / active EE | $2,542 | $5,589-54.5% | $4,626-45.0% | $6,401-60.3% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |