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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 | $2,713 | $107,015-97.5% | $73,545-96.3% | $147,585-98.2% |
| Participation rate | 77.8% | 66.4%+11.4pp | 54.9%+22.8pp | 82.8%-5.1pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $528 | $1,760-70.0% | $1,219-56.7% | $4,876-89.2% |
| Participant deferral / active EE | $1,657 | $2,462-32.7% | $1,806-8.2% | $5,439-69.5% |
| Admin fee / account holder | $93 | $3,055-97.0% | $2,320-96.0% | $10,885-99.1% |