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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 | $2,355 | $70,435-96.7% | $96,575-97.6% | $85,856-97.3% |
| Participation rate | 97.7% | 61.8%+35.9pp | 69.8%+27.9pp | 69.3%+28.4pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $852 | $1,413-39.7% | $2,357-63.9% | $2,565-66.8% |
| Participant deferral / active EE | $1,316 | $2,894-54.5% | $3,849-65.8% | $3,952-66.7% |
| Admin fee / account holder | $35 | $4,997-99.3% | $6,182-99.4% | $6,261-99.4% |