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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 | $3,449 | $85,171-96.0% | $172,753-98.0% | $72,976-95.3% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.6%-2.1pp | 69.5%+11.1pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $519 | $3,324-84.4% | $5,144-89.9% | $2,440-78.7% |
| Participant deferral / active EE | $2,696 | $3,260-17.3% | $5,198-48.1% | $3,608-25.3% |
| Admin fee / account holder | $240 | $5,880-95.9% | $13,956-98.3% | $5,124-95.3% |