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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 | $2,353 | $85,024-97.2% | $70,544-96.7% | $139,466-98.3% |
| Participation rate | 93.8% | 73.9%+19.8pp | 68.4%+25.4pp | 80.3%+13.4pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $777 | $3,912-80.1% | $2,976-73.9% | $4,754-83.7% |
| Participant deferral / active EE | $1,328 | $5,891-77.5% | $4,568-70.9% | $6,712-80.2% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |