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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 | $3,151 | $85,169-96.3% | $172,755-98.2% | $72,983-95.7% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.94%-802.9pp | 81.01%-81.0pp |
| Employer contribution / active EE | $521 | $3,324-84.3% | $5,144-89.9% | $2,440-78.7% |
| Participant deferral / active EE | $1,224 | $3,260-62.5% | $5,198-76.5% | $3,608-66.1% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |