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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 | $2,332 | $45,152-94.8% | $73,836-96.8% | $59,633-96.1% |
| Participation rate | 70.4% | 64.0%+6.4pp | 73.4%-3.1pp | 68.7%+1.7pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $539 | $1,901-71.6% | $2,787-80.7% | $2,203-75.5% |
| Participant deferral / active EE | $1,232 | $2,573-52.1% | $3,583-65.6% | $3,192-61.4% |
| Admin fee / account holder | $215 | $3,515-93.9% | $4,882-95.6% | $4,297-95.0% |