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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 | $2,049 | $103,949-98.0% | $69,182-97.0% | $273,972-99.3% |
| Participation rate | 87.5% | 67.4%+20.1pp | 55.1%+32.4pp | 83.0%+4.5pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $547 | $1,783-69.3% | $1,206-54.7% | $4,869-88.8% |
| Participant deferral / active EE | $1,175 | $2,716-56.7% | $1,897-38.0% | $5,287-77.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |