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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 | $6,509 | $108,212-94.0% | $77,513-91.6% | $158,966-95.9% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,823 | $1,325+37.6% | $987+84.7% | $4,762-61.7% |
| Participant deferral / active EE | $3,527 | $2,455+43.6% | $1,861+89.5% | $5,983-41.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |