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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 | $3,068 | $85,171-96.4% | $172,753-98.2% | $72,976-95.8% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $512 | $3,324-84.6% | $5,144-90.0% | $2,440-79.0% |
| Participant deferral / active EE | $2,263 | $3,260-30.6% | $5,198-56.5% | $3,608-37.3% |
| Admin fee / account holder | $16 | $5,880-99.7% | $13,956-99.9% | $5,124-99.7% |