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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 | $3,850 | $108,212-96.4% | $77,513-95.0% | $158,966-97.6% |
| Participation rate | 72.2% | 64.4%+7.8pp | 54.2%+18.0pp | 82.0%-9.7pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $568 | $1,325-57.1% | $987-42.5% | $4,762-88.1% |
| Participant deferral / active EE | $2,057 | $2,455-16.2% | $1,861+10.5% | $5,983-65.6% |
| Admin fee / account holder | $6 | $3,709-99.8% | $2,859-99.8% | $11,250-100.0% |