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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 | $1,638 | $100,901-98.4% | $75,501-97.8% | $147,586-98.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $755 | $3,253-76.8% | $2,352-67.9% | $4,876-84.5% |
| Participant deferral / active EE | $898 | $4,027-77.7% | $3,142-71.4% | $5,439-83.5% |
| Admin fee / account holder | $135 | $11,285-98.8% | $5,801-97.7% | $10,886-98.8% |